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Perfromance Wealth Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Perfromance Wealth Partners’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-5,145
Closed -$201K – 191
2021
Q4 		$201K Buy
+5,145
New +$202K 0.01% 176

Other funds holding XLF

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Perfromance Wealth Partners's XLF Position: Q1 2022 in Review

Perfromance Wealth Partners sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2022, closing a stake of 5,145 shares — an estimated $201K sold.

Perfromance Wealth Partners first reported a position in XLF in Q4 2021 and held it in 1 quarter. The position peaked at $201K in Q4 2021. 1,507 funds tracked by Wall St. Rank hold XLF as of Q1 2022.

  • Perfromance Wealth Partners reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
  • Perfromance Wealth Partners sold 5,145 State Street Financial Select Sector SPDR ETF shares in Q1 2022, an estimated $201K.
  • Perfromance Wealth Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and held it in 1 quarter.
  • Perfromance Wealth Partners's State Street Financial Select Sector SPDR ETF position peaked at $201K in Q4 2021.
  • 1,507 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2022.

Based on Perfromance Wealth Partners's 13F filing for Q1 2022, filed 21 Apr 2022.