S.A. Mason’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

S.A. Mason’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	-1,543	Closed	-$52.8K	–	320
2022 Q4	$52.8K	Buy	1,543 +34	+2%	+$1.15K	0.04%	244
2022 Q3	$46K	Sell	1,509 -125	-8%	-$4.13K	0.04%	253
2022 Q2	$51K	Hold	1,634	–	–	0.04%	250
2022 Q1	$63K	Hold	1,634	–	–	0.04%	252
2021 Q4	$64K	Hold	1,634	–	–	0.04%	246
2021 Q3	$61K	Sell	1,634 -750	-31%	-$28.1K	0.04%	248
2021 Q2	$87K	Buy	2,384 +875	+58%	+$32K	0.06%	214
2021 Q1	$51K	Hold	1,509	–	–	0.04%	239
2020 Q4	$44K	Hold	1,509	–	–	0.04%	235
2020 Q3	$36K	Hold	1,509	–	–	0.03%	230
2020 Q2	$35K	Hold	1,509	–	–	0.04%	230
2020 Q1	$31K	Hold	1,509	–	–	0.04%	237
2019 Q4	$46K	Buy	+1,509	New	+$44.3K	0.04%	233

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

S.A. Mason's XLF Position: Q1 2023 in Review

S.A. Mason sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2023, closing a stake of 1,543 shares — an estimated $52.8K sold.

S.A. Mason first reported a position in XLF in Q4 2019 and held it in 13 quarters. The position peaked at $87K in Q2 2021. 1,360 funds tracked by Wall St. Rank hold XLF as of Q1 2023.

S.A. Mason reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
S.A. Mason sold 1,543 State Street Financial Select Sector SPDR ETF shares in Q1 2023, an estimated $52.8K.
S.A. Mason first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and held it in 13 quarters.
S.A. Mason's State Street Financial Select Sector SPDR ETF position peaked at $87K in Q2 2021.
1,360 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2023.

Based on S.A. Mason's 13F filing for Q1 2023, filed 10 May 2023.