Polaris Wealth Advisory Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Polaris Wealth Advisory Group’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	-224,350	Closed	-$8.76M	–	205
2021 Q4	$8.76M	Buy	224,350 +1,095	+0.5%	+$43K	0.5%	65
2021 Q3	$8.67M	Buy	+223,255	New	+$8.35M	0.52%	62
2021 Q2	–	Sell	-272,673	Closed	-$9.58M	–	214
2021 Q1	$9.58M	Sell	272,673 -25,206	-8%	-$810K	0.61%	49
2020 Q4	$9.21M	Buy	+297,879	New	+$7.97M	0.69%	48
2018 Q4	–	Sell	-503,272	Closed	-$13.9M	–	474
2018 Q3	$13.9M	Sell	503,272 -16,593	-3%	-$464K	0.96%	47
2018 Q2	$14.3M	Sell	519,865 -221	-0%	-$6.09K	1.21%	38
2018 Q1	$14.3M	Buy	520,086 +2,030	+0.4%	+$58.5K	1.17%	38
2017 Q4	$14.5M	Buy	518,056 +48,505	+10%	+$1.31M	1.19%	40
2017 Q3	$12.1M	Buy	469,551 +97,885	+26%	+$2.44M	1.07%	45
2017 Q2	$9.17M	Buy	+371,666	New	+$8.82M	1.04%	40
2015 Q1	–	Sell	-602,058	Closed	-$13.1M	–	95
2014 Q4	$13.1M	Buy	+602,058	New	+$12.6M	2.69%	12
2013 Q3	–	Sell	-1,982	Closed	-$33.8K	–	167
2013 Q2	$33.8K	Buy	+1,982	New	+$33.2K	0.01%	88

Other funds holding XLF

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Polaris Wealth Advisory Group's XLF Position: Q1 2022 in Review

Polaris Wealth Advisory Group sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2022, closing a stake of 224,350 shares — an estimated $8.76M sold.

Polaris Wealth Advisory Group first reported a position in XLF in Q2 2013 and held it in 12 quarters. The position peaked at $14.5M in Q4 2017. 1,507 funds tracked by Wall St. Rank hold XLF as of Q1 2022.

Polaris Wealth Advisory Group reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
Polaris Wealth Advisory Group sold 224,350 State Street Financial Select Sector SPDR ETF shares in Q1 2022, an estimated $8.76M.
Polaris Wealth Advisory Group first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and held it in 12 quarters.
Polaris Wealth Advisory Group's State Street Financial Select Sector SPDR ETF position peaked at $14.5M in Q4 2017.
1,507 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2022, filed 19 Apr 2022.