Selective Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-1,744
Closed -$53K 743
2022
Q3
$53K Sell
1,744
-634
-27% -$21K 0.02% 294
2022
Q2
$75K Buy
2,378
+2,278
+2,278% +$78.7K 0.03% 260
2022
Q1
$4K Buy
+100
New +$3.91K ﹤0.01% 625

Other funds holding XLF

Selective Wealth Management's XLF Position: Q4 2022 in Review

Selective Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2022, closing a stake of 1,744 shares — an estimated $53K sold.

Selective Wealth Management first reported a position in XLF in Q1 2022 and held it in 3 quarters. The position peaked at $75K in Q2 2022. 1,444 funds tracked by Wall St. Rank hold XLF as of Q4 2022.

  • Selective Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 1,744 State Street Financial Select Sector SPDR ETF shares in Q4 2022, an estimated $53K.
  • Selective Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2022 and held it in 3 quarters.
  • Selective Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $75K in Q2 2022.
  • 1,444 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.