PWM
XLF icon

PRW Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

PRW Wealth Management’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
2023
Q3 		$335K Buy
+10,475
New +$361K 0.13% 67
2023
Q2 		– Sell
-10,984
Closed -$364K – 121
2023
Q1 		$364K Buy
+10,984
New +$382K 0.14% 69
2022
Q4 		– Sell
-10,534
Closed -$320K – 104
2022
Q3 		$320K Buy
10,534
+1,924
+22% +$63.6K 0.15% 62
2022
Q2 		$270K Sell
8,610
-3,374
-28% -$117K 0.16% 74
2022
Q1 		$459K Buy
11,984
+3,544
+42% +$139K 0.2% 61
2021
Q4 		$330K Sell
8,440
-600
-7% -$23.6K 0.15% 69
2021
Q3 		$340K Buy
9,040
+3,470
+62% +$130K 0.17% 65
2021
Q2 		$204K Buy
+5,570
New +$204K 0.06% 253
2019
Q2 		– Sell
-50
Closed -$1K – 689
2019
Q1 		$1K Hold
50
– – ﹤0.01% 647
2018
Q4 		$1K Buy
+50
New +$1.3K ﹤0.01% 636

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return