Rooted Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
Other funds holding XLF
HIIFS
Rooted Wealth Advisors's XLF Position: Q2 2023 in Review
Rooted Wealth Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2023, closing a stake of 70,177 shares — an estimated $2.31M sold.
Rooted Wealth Advisors first reported a position in XLF in Q4 2022 and held it in 2 quarters. The position peaked at $2.31M in Q1 2023. 1,342 funds tracked by Wall St. Rank hold XLF as of Q2 2023.
- Rooted Wealth Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
- Rooted Wealth Advisors sold 70,177 State Street Financial Select Sector SPDR ETF shares in Q2 2023, an estimated $2.31M.
- Rooted Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and held it in 2 quarters.
- Rooted Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $2.31M in Q1 2023.
- 1,342 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2023.
Based on Rooted Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.