Spartan Fund Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Spartan Fund 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 Q2	–	Sell	-15,300	Closed	-$492K	–	357
2023 Q1	$492K	Buy	+15,300	New	+$532K	0.23%	126
2022 Q4	–	Sell	-41,400	Closed	-$1.26M	–	424
2022 Q3	$1.26M	Sell	41,400 -32,500	-44%	-$1.07M	0.38%	103
2022 Q2	$2.33M	Buy	+73,900	New	+$2.55M	0.49%	49

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Spartan Fund Management's XLF Position: Q2 2023 in Review

Spartan Fund Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2023, closing a stake of 15,300 shares — an estimated $492K sold.

Spartan Fund Management first reported a position in XLF in Q2 2022 and held it in 3 quarters. The position peaked at $2.33M in Q2 2022. 1,342 funds tracked by Wall St. Rank hold XLF as of Q2 2023.

Spartan Fund Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
Spartan Fund Management sold 15,300 State Street Financial Select Sector SPDR ETF shares in Q2 2023, an estimated $492K.
Spartan Fund Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2022 and held it in 3 quarters.
Spartan Fund Management's State Street Financial Select Sector SPDR ETF position peaked at $2.33M in Q2 2022.
1,342 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2023.

Based on Spartan Fund Management's 13F filing for Q2 2023, filed 26 Jul 2023.