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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

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

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ)

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