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

Sheets Smith Wealth Management’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	-400	Closed	-$13.3K	–	510
2023 Q3	$13.3K	Buy	+400	New	+$13.8K	﹤0.01%	443
2018 Q4	–	Sell	-17,670	Closed	-$487K	–	325
2018 Q3	$487K	Sell	17,670 -1,660	-9%	-$46.4K	0.1%	221
2018 Q2	$514K	Sell	19,330 -20,916	-52%	-$577K	0.12%	183
2018 Q1	$1.11M	Sell	40,246 -548	-1%	-$15.8K	0.27%	100
2017 Q4	$1.14M	Buy	40,794 +1,212	+3%	+$32.6K	0.27%	103
2017 Q3	$1.02M	Buy	+39,582	New	+$988K	0.26%	106

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Sheets Smith Wealth Management's XLF Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2023, closing a stake of 400 shares — an estimated $13.3K sold.

Sheets Smith Wealth Management first reported a position in XLF in Q3 2017 and held it in 6 quarters. The position peaked at $1.14M in Q4 2017. 1,458 funds tracked by Wall St. Rank hold XLF as of Q4 2023.

Sheets Smith Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Sheets Smith Wealth Management sold 400 State Street Financial Select Sector SPDR ETF shares in Q4 2023, an estimated $13.3K.
Sheets Smith Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2017 and held it in 6 quarters.
Sheets Smith Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $1.14M in Q4 2017.
1,458 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.