Silicon Valley Capital Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Silicon Valley Capital Partners’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
2024 Q1	–	Sell	-376	Closed	-$14.1K	–	369
2023 Q4	$14.1K	Buy	+376	New	+$13K	﹤0.01%	221
2023 Q2	–	Sell	-43	Closed	-$1.39K	–	392
2023 Q1	$1.39K	Hold	43	–	–	﹤0.01%	213
2022 Q4	$1.47K	Buy	+43	New	+$1.45K	﹤0.01%	175

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Silicon Valley Capital Partners's XLF Position: Q1 2024 in Review

Silicon Valley Capital Partners sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2024, closing a stake of 376 shares — an estimated $14.1K sold.

Silicon Valley Capital Partners first reported a position in XLF in Q4 2022 and held it in 3 quarters. The position peaked at $14.1K in Q4 2023. 1,517 funds tracked by Wall St. Rank hold XLF as of Q1 2024.

Silicon Valley Capital Partners reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Silicon Valley Capital Partners sold 376 State Street Financial Select Sector SPDR ETF shares in Q1 2024, an estimated $14.1K.
Silicon Valley Capital Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and held it in 3 quarters.
Silicon Valley Capital Partners's State Street Financial Select Sector SPDR ETF position peaked at $14.1K in Q4 2023.
1,517 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2024.

Based on Silicon Valley Capital Partners's 13F filing for Q1 2024, filed 29 Apr 2024.