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

Professional Financial 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	–	Sell	-557	Closed	-$17K	–	475
2022 Q3	$17K	Buy	557 +3	+0.5%	+$99	0.01%	246
2022 Q2	$17K	Buy	554 +3	+0.5%	+$104	0.01%	251
2022 Q1	$21K	Buy	551 +2	+0.4%	+$78	0.01%	238
2021 Q4	$21K	Sell	549 -4	-0.7%	-$157	0.01%	245
2021 Q3	$21K	Buy	553 +3	+0.5%	+$112	0.01%	210
2021 Q2	$20K	Buy	550 +2	+0.4%	+$73	0.01%	217
2021 Q1	$19K	Buy	548 +2	+0.4%	+$64	0.01%	200
2020 Q4	$16K	Buy	546 +3	+0.6%	+$80	0.01%	211
2020 Q3	$13K	Buy	+543	New	+$13.2K	0.01%	209

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

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

Professional Financial Advisors's XLF Position: Q4 2022 in Review

Professional Financial Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2022, closing a stake of 557 shares — an estimated $17K sold.

Professional Financial Advisors first reported a position in XLF in Q3 2020 and held it in 9 quarters. The position peaked at $21K in Q1 2022. 1,444 funds tracked by Wall St. Rank hold XLF as of Q4 2022.

Professional Financial Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 557 State Street Financial Select Sector SPDR ETF shares in Q4 2022, an estimated $17K.
Professional Financial Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2020 and held it in 9 quarters.
Professional Financial Advisors's State Street Financial Select Sector SPDR ETF position peaked at $21K in Q1 2022.
1,444 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.