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Stephens Consulting’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Stephens Consulting’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
2022
Q2 		– Sell
-1,663
Closed -$63.7K – 573
2022
Q1 		$63.7K Buy
+1,663
New +$65K 0.05% 167

Other funds holding XLF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Stephens Consulting's XLF Position: Q2 2022 in Review

Stephens Consulting sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2022, closing a stake of 1,663 shares — an estimated $63.7K sold.

Stephens Consulting first reported a position in XLF in Q1 2022 and held it in 1 quarter. The position peaked at $63.7K in Q1 2022. 1,373 funds tracked by Wall St. Rank hold XLF as of Q2 2022.

  • Stephens Consulting reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
  • Stephens Consulting sold 1,663 State Street Financial Select Sector SPDR ETF shares in Q2 2022, an estimated $63.7K.
  • Stephens Consulting first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2022 and held it in 1 quarter.
  • Stephens Consulting's State Street Financial Select Sector SPDR ETF position peaked at $63.7K in Q1 2022.
  • 1,373 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2022.

Based on Stephens Consulting's 13F filing for Q2 2022, filed 20 Jan 2023.