Schneider Downs Wealth Management Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Schneider Downs Wealth Management Advisors’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 Q4	–	Sell	-6,042	Closed	-$200K	–	127
2023 Q3	$200K	Sell	6,042 -2,852	-32%	-$98.3K	0.05%	105
2023 Q2	$300K	Hold	8,894	–	–	0.07%	87
2023 Q1	$286K	Hold	8,894	–	–	0.06%	91
2022 Q4	$304K	Buy	+8,894	New	+$301K	0.07%	90
2022 Q2	–	Sell	-6,328	Closed	-$242K	–	158
2022 Q1	$242K	Hold	6,328	–	–	0.06%	130
2021 Q4	$247K	Hold	6,328	–	–	0.06%	136
2021 Q3	$237K	Hold	6,328	–	–	0.06%	129
2021 Q2	$232K	Hold	6,328	–	–	0.06%	126
2021 Q1	$215K	Buy	+6,328	New	+$203K	0.05%	129

Other funds holding XLF

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

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

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

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

Schneider Downs Wealth Management Advisors's XLF Position: Q4 2023 in Review

Schneider Downs Wealth Management Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2023, closing a stake of 6,042 shares — an estimated $200K sold.

Schneider Downs Wealth Management Advisors first reported a position in XLF in Q1 2021 and held it in 9 quarters. The position peaked at $304K in Q4 2022. 1,457 funds tracked by Wall St. Rank hold XLF as of Q4 2023.

Schneider Downs Wealth Management Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Schneider Downs Wealth Management Advisors sold 6,042 State Street Financial Select Sector SPDR ETF shares in Q4 2023, an estimated $200K.
Schneider Downs Wealth Management Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and held it in 9 quarters.
Schneider Downs Wealth Management Advisors's State Street Financial Select Sector SPDR ETF position peaked at $304K in Q4 2022.
1,457 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2023.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.