Solitude Financial Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Solitude Financial Services’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	-40,191	Closed	-$1.51M	–	50
2023 Q4	$1.51M	Sell	40,191 -2,613	-6%	-$90.5K	0.83%	22
2023 Q3	$1.42M	Sell	42,804 -742	-2%	-$25.6K	0.8%	24
2023 Q2	$1.47M	Buy	43,546 +2,320	+6%	+$75.7K	0.83%	23
2023 Q1	$1.33M	Buy	41,226 +3,888	+10%	+$135K	0.85%	24
2022 Q4	$1.28M	Sell	37,338 -4,640	-11%	-$157K	0.87%	26
2022 Q3	$1.27M	Sell	41,978 -5,527	-12%	-$183K	0.93%	24
2022 Q2	$1.49M	Buy	47,505 +24,068	+103%	+$832K	1.05%	23
2022 Q1	$898K	Buy	+23,437	New	+$916K	0.56%	26

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

Solitude Financial Services's XLF Position: Q1 2024 in Review

Solitude Financial Services sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2024, closing a stake of 40,191 shares — an estimated $1.51M sold.

Solitude Financial Services first reported a position in XLF in Q1 2022 and held it in 8 quarters. The position peaked at $1.51M in Q4 2023. 1,517 funds tracked by Wall St. Rank hold XLF as of Q1 2024.

Solitude Financial Services reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Solitude Financial Services sold 40,191 State Street Financial Select Sector SPDR ETF shares in Q1 2024, an estimated $1.51M.
Solitude Financial Services first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2022 and held it in 8 quarters.
Solitude Financial Services's State Street Financial Select Sector SPDR ETF position peaked at $1.51M 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 Solitude Financial Services's 13F filing for Q1 2024, filed 22 Apr 2024.