Richard C. Young & Co’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Richard C. Young & Co’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 Q1	–	Sell	-161,965	Closed	-$5.54M	–	76
2022 Q4	$5.54M	Buy	+161,965	New	+$5.48M	0.74%	55
2022 Q3	–	Sell	-191,829	Closed	-$6.03M	–	78
2022 Q2	$6.03M	Buy	+191,829	New	+$6.63M	0.78%	53

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

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

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

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

Richard C. Young & Co's XLF Position: Q1 2023 in Review

Richard C. Young & Co sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2023, closing a stake of 161,965 shares — an estimated $5.54M sold.

Richard C. Young & Co first reported a position in XLF in Q2 2022 and held it in 2 quarters. The position peaked at $6.03M in Q2 2022. 1,360 funds tracked by Wall St. Rank hold XLF as of Q1 2023.

Richard C. Young & Co reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Richard C. Young & Co sold 161,965 State Street Financial Select Sector SPDR ETF shares in Q1 2023, an estimated $5.54M.
Richard C. Young & Co first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2022 and held it in 2 quarters.
Richard C. Young & Co's State Street Financial Select Sector SPDR ETF position peaked at $6.03M in Q2 2022.
1,360 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2023.

Based on Richard C. Young & Co's 13F filing for Q1 2023, filed 12 May 2023.