Sage Private Wealth Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Sage Private Wealth Group’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
2022 Q4	–	Sell	-1,138	Closed	-$35K	–	186
2022 Q3	$35K	Buy	1,138 +6	+0.5%	+$198	0.05%	94
2022 Q2	$36K	Buy	1,132 +6	+0.5%	+$207	0.05%	91
2022 Q1	$43K	Buy	1,126 +5	+0.4%	+$195	0.04%	91
2021 Q4	$43K	Buy	1,121 +4	+0.4%	+$157	0.05%	90
2021 Q3	$42K	Buy	1,117 +5	+0.4%	+$187	0.06%	89
2021 Q2	$41K	Buy	1,112 +4	+0.4%	+$146	0.06%	92
2021 Q1	$38K	Buy	1,108 +5	+0.5%	+$161	0.07%	97
2020 Q4	$33K	Buy	+1,103	New	+$29.5K	0.09%	91

Other funds holding XLF

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sage Private Wealth Group's XLF Position: Q4 2022 in Review

Sage Private Wealth Group sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2022, closing a stake of 1,138 shares — an estimated $35K sold.

Sage Private Wealth Group first reported a position in XLF in Q4 2020 and held it in 8 quarters. The position peaked at $43K in Q1 2022. 1,444 funds tracked by Wall St. Rank hold XLF as of Q4 2022.

Sage Private Wealth Group reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 1,138 State Street Financial Select Sector SPDR ETF shares in Q4 2022, an estimated $35K.
Sage Private Wealth Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and held it in 8 quarters.
Sage Private Wealth Group's State Street Financial Select Sector SPDR ETF position peaked at $43K in Q1 2022.
1,444 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.