Royal Harbor Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Royal Harbor Partners’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	–	Sell	-112,355	Closed	-$3.79M	–	69
2023 Q2	$3.79M	Buy	112,355 +5,128	+5%	+$167K	1.86%	17
2023 Q1	$3.45M	Buy	+107,227	New	+$3.73M	1.85%	16
2022 Q2	–	Sell	-38,585	Closed	-$1.48M	–	85
2022 Q1	$1.48M	Buy	38,585 +489	+1%	+$19.1K	0.95%	31
2021 Q4	$1.49M	Sell	38,096 -38,334	-50%	-$1.51M	0.94%	32
2021 Q3	$2.87M	Sell	76,430 -145,948	-66%	-$5.46M	2.04%	15
2021 Q2	$8.16M	Buy	+222,378	New	+$8.13M	5.43%	5
2021 Q1	–	Sell	-74,713	Closed	-$2.2M	–	87
2020 Q4	$2.2M	Sell	74,713 -7,920	-10%	-$212K	1.84%	11
2020 Q3	$1.99M	Sell	82,633 -7,637	-8%	-$186K	1.86%	11
2020 Q2	$2.09M	Buy	90,270 +3,893	+5%	+$88.4K	2.06%	11
2020 Q1	$1.8M	Sell	86,377 -6,595	-7%	-$182K	2.08%	10
2019 Q4	$2.86M	Buy	+92,972	New	+$2.73M	2.75%	14

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Royal Harbor Partners's XLF Position: Q3 2023 in Review

Royal Harbor Partners sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2023, closing a stake of 112,355 shares — an estimated $3.79M sold.

Royal Harbor Partners first reported a position in XLF in Q4 2019 and held it in 11 quarters. The position peaked at $8.16M in Q2 2021. 1,328 funds tracked by Wall St. Rank hold XLF as of Q3 2023.

Royal Harbor Partners reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Royal Harbor Partners sold 112,355 State Street Financial Select Sector SPDR ETF shares in Q3 2023, an estimated $3.79M.
Royal Harbor Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and held it in 11 quarters.
Royal Harbor Partners's State Street Financial Select Sector SPDR ETF position peaked at $8.16M in Q2 2021.
1,328 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2023.

Based on Royal Harbor Partners's 13F filing for Q3 2023, filed 14 Nov 2023.