Personal Capital Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Personal Capital Advisors’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 Q4	$909K	Buy	26,591 +3,959	+17%	+$134K	﹤0.01%	244
2022 Q3	$687K	Sell	22,632 -866	-4%	-$28.6K	﹤0.01%	254
2022 Q2	$739K	Sell	23,498 -2,476	-10%	-$85.6K	﹤0.01%	252
2022 Q1	$995K	Sell	25,974 -8,525	-25%	-$333K	﹤0.01%	249
2021 Q4	$1.36M	Buy	34,499 +532	+2%	+$20.9K	0.01%	251
2021 Q3	$1.27M	Buy	33,967 +4,658	+16%	+$174K	0.01%	243
2021 Q2	$1.07M	Sell	29,309 -3,151	-10%	-$115K	0.01%	251
2021 Q1	$1.1M	Buy	32,460 +261	+0.8%	+$8.38K	0.01%	250
2020 Q4	$949K	Sell	32,199 -262,244	-89%	-$7.02M	0.01%	254
2020 Q3	$7.09M	Buy	294,443 +258,593	+721%	+$6.29M	0.05%	148
2020 Q2	$830K	Buy	35,850 +21,769	+155%	+$494K	0.01%	235
2020 Q1	$33.4M	Buy	14,081 +685	+5%	+$18.9K	0.33%	66
2019 Q4	$412K	Buy	13,396 +1,761	+15%	+$51.7K	﹤0.01%	285
2019 Q3	$325K	Sell	11,635 -135	-1%	-$3.73K	﹤0.01%	282
2019 Q2	$325K	Buy	11,770 +1,025	+10%	+$27.8K	﹤0.01%	266
2019 Q1	$276K	Sell	10,745 -77	-0.7%	-$1.99K	﹤0.01%	281
2018 Q4	$258K	Buy	+10,822	New	+$281K	﹤0.01%	274
2017 Q1	–	Sell	-12,491	Closed	-$290K	–	219
2016 Q4	$290K	Buy	+12,491	New	+$268K	0.01%	158

Other funds holding XLF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

Personal Capital Advisors's XLF Position: Q4 2022 in Review

Personal Capital Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 17% in Q4 2022, buying an estimated $134K and bringing the position to 26,591 shares worth $909K. The position accounts for ﹤0.01% of the portfolio, ranked #244.

Personal Capital Advisors first reported a position in XLF in Q4 2016 and has held it in 18 quarters since. The position peaked at $33.4M in Q1 2020. 1,444 funds tracked by Wall St. Rank hold XLF as of Q4 2022.

Personal Capital Advisors held 26,591 shares of State Street Financial Select Sector SPDR ETF worth $909K as of Q4 2022.
Personal Capital Advisors bought 3,959 State Street Financial Select Sector SPDR ETF shares in Q4 2022, an estimated $134K.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #244 holding.
Personal Capital Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2016 and has held it in 18 quarters since.
Personal Capital Advisors's State Street Financial Select Sector SPDR ETF position peaked at $33.4M in Q1 2020.
1,444 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.