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Planning Alternatives’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Planning Alternatives’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
Q2 		– Sell
-326,948
Closed -$12.5M – 48
2022
Q1 		$12.5M Buy
+326,948
New +$12.8M 2% 9

Other funds holding XLF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Planning Alternatives's XLF Position: Q2 2022 in Review

Planning Alternatives sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2022, closing a stake of 326,948 shares — an estimated $12.5M sold.

Planning Alternatives first reported a position in XLF in Q1 2022 and held it in 1 quarter. The position peaked at $12.5M in Q1 2022. 1,372 funds tracked by Wall St. Rank hold XLF as of Q2 2022.

  • Planning Alternatives reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
  • Planning Alternatives sold 326,948 State Street Financial Select Sector SPDR ETF shares in Q2 2022, an estimated $12.5M.
  • Planning Alternatives first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2022 and held it in 1 quarter.
  • Planning Alternatives's State Street Financial Select Sector SPDR ETF position peaked at $12.5M in Q1 2022.
  • 1,372 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2022.

Based on Planning Alternatives's 13F filing for Q2 2022, filed 20 Jul 2022.