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

Private Wealth 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 Q3	–	Sell	-7,546	Closed	-$237K	–	42
2022 Q2	$237K	Sell	7,546 -1,877	-20%	-$64.9K	0.29%	40
2022 Q1	$361K	Buy	9,423 +493	+6%	+$19.3K	0.27%	37
2021 Q4	$349K	Buy	8,930 +1,421	+19%	+$55.9K	0.24%	34
2021 Q3	$282K	Buy	7,509 +408	+6%	+$15.3K	0.19%	34
2021 Q2	$261K	Buy	+7,101	New	+$260K	0.17%	36

Other funds holding XLF

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Private Wealth Group's XLF Position: Q3 2022 in Review

Private Wealth Group sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2022, closing a stake of 7,546 shares — an estimated $237K sold.

Private Wealth Group first reported a position in XLF in Q2 2021 and held it in 5 quarters. The position peaked at $361K in Q1 2022. 1,304 funds tracked by Wall St. Rank hold XLF as of Q3 2022.

Private Wealth Group reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
Private Wealth Group sold 7,546 State Street Financial Select Sector SPDR ETF shares in Q3 2022, an estimated $237K.
Private Wealth Group first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2021 and held it in 5 quarters.
Private Wealth Group's State Street Financial Select Sector SPDR ETF position peaked at $361K in Q1 2022.
1,304 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2022.

Based on Private Wealth Group's 13F filing for Q3 2022, filed 12 Oct 2022.