RWQ Financial Management Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

RWQ Financial Management Services’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	-6,375	Closed	-$215K	–	26
2023 Q2	$215K	Buy	+6,375	New	+$208K	0.19%	25
2023 Q1	–	Sell	-64,790	Closed	-$2.22M	–	27
2022 Q4	$2.22M	Buy	+64,790	New	+$2.19M	4.39%	13

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

RWQ Financial Management Services's XLF Position: Q3 2023 in Review

RWQ Financial Management Services sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2023, closing a stake of 6,375 shares — an estimated $215K sold.

RWQ Financial Management Services first reported a position in XLF in Q4 2022 and held it in 2 quarters. The position peaked at $2.22M in Q4 2022. 1,328 funds tracked by Wall St. Rank hold XLF as of Q3 2023.

RWQ Financial Management Services reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
RWQ Financial Management Services sold 6,375 State Street Financial Select Sector SPDR ETF shares in Q3 2023, an estimated $215K.
RWQ Financial Management Services first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and held it in 2 quarters.
RWQ Financial Management Services's State Street Financial Select Sector SPDR ETF position peaked at $2.22M in Q4 2022.
1,328 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2023.

Based on RWQ Financial Management Services's 13F filing for Q3 2023, filed 30 Oct 2023.