Sargent Bickham Lagudis’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Sargent Bickham Lagudis’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	$489K	Buy	14,297 +23	+0.2%	+$778	0.04%	185
2022 Q3	$433K	Sell	14,274 -483	-3%	-$16K	0.04%	181
2022 Q2	$464K	Buy	14,757 +139	+1%	+$4.8K	0.04%	186
2022 Q1	$560K	Sell	14,618 -1,175	-7%	-$45.9K	0.04%	173
2021 Q4	$617K	Buy	15,793 +19	+0.1%	+$747	0.05%	160
2021 Q3	$592K	Buy	15,774 +520	+3%	+$19.5K	0.05%	160
2021 Q2	$560K	Buy	15,254 +14	+0.1%	+$512	0.05%	158
2021 Q1	$519K	Buy	15,240 +945	+7%	+$30.4K	0.05%	157
2020 Q4	$421K	Sell	14,295 -566	-4%	-$15.1K	0.04%	175
2020 Q3	$358K	Buy	14,861 +25	+0.2%	+$608	0.04%	166
2020 Q2	$343K	Sell	14,836 -2,941	-17%	-$66.8K	0.04%	160
2020 Q1	$370K	Buy	17,777 +3,462	+24%	+$95.3K	0.05%	160
2019 Q4	$441K	Buy	14,315 +81	+0.6%	+$2.38K	0.05%	151
2019 Q3	$399K	Sell	14,234 -1,694	-11%	-$46.8K	0.05%	145
2019 Q2	$440K	Buy	15,928 +216	+1%	+$5.85K	0.05%	145
2019 Q1	$404K	Sell	15,712 -1,199	-7%	-$30.9K	0.05%	158
2018 Q4	$403K	Sell	16,911 -231	-1%	-$6K	0.05%	150
2018 Q3	$473K	Sell	17,142 -234	-1%	-$6.55K	0.06%	147
2018 Q2	$462K	Sell	17,376 -2,486	-13%	-$68.6K	0.06%	144
2018 Q1	$548K	Sell	19,862 -772	-4%	-$22.2K	0.07%	138
2017 Q4	$576K	Buy	20,634 +5,868	+40%	+$158K	0.07%	141
2017 Q3	$382K	Sell	14,766 -1,787	-11%	-$44.6K	0.05%	160
2017 Q2	$408K	Sell	16,553 -10,080	-38%	-$239K	0.05%	151
2017 Q1	$632K	Buy	26,633 +16,920	+174%	+$405K	0.08%	138
2016 Q4	$226K	Sell	9,713 -6,216	-39%	-$133K	0.03%	187
2016 Q3	$307	Sell	15,929 -4,897	-24%	-$101K	0.05%	167
2016 Q2	$418K	Sell	20,826 -5,165	-20%	-$105K	0.06%	142
2016 Q1	$513K	Buy	+25,991	New	+$495K	0.08%	136

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

Sargent Bickham Lagudis's XLF Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.16% in Q4 2022, buying an estimated $778 and bringing the position to 14,297 shares worth $489K. The position accounts for 0.04% of the portfolio, ranked #185.

Sargent Bickham Lagudis first reported a position in XLF in Q1 2016 and has held it in 28 quarters since. The position peaked at $632K in Q1 2017. 1,444 funds tracked by Wall St. Rank hold XLF as of Q4 2022.

Sargent Bickham Lagudis held 14,297 shares of State Street Financial Select Sector SPDR ETF worth $489K as of Q4 2022.
Sargent Bickham Lagudis bought 23 State Street Financial Select Sector SPDR ETF shares in Q4 2022, an estimated $778.
State Street Financial Select Sector SPDR ETF made up 0.04% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #185 holding.
Sargent Bickham Lagudis first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's State Street Financial Select Sector SPDR ETF position peaked at $632K in Q1 2017.
1,444 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.