Sterling Investment Advisors (Pennsylvania)’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 Q3	–	Sell	-600	Closed	-$19K	–	534
2022 Q2	$19K	Buy	600 +200	+50%	+$6.91K	0.01%	334
2022 Q1	$15K	Sell	400 -106	-21%	-$4.14K	﹤0.01%	395
2021 Q4	$20K	Hold	506	–	–	0.01%	369
2021 Q3	$19K	Hold	506	–	–	0.01%	366
2021 Q2	$19K	Hold	506	–	–	0.01%	361
2021 Q1	$17K	Hold	506	–	–	0.01%	361
2020 Q4	$15K	Hold	506	–	–	0.01%	329
2020 Q3	$12K	Hold	506	–	–	﹤0.01%	340
2020 Q2	$11K	Hold	506	–	–	﹤0.01%	343
2020 Q1	$10K	Sell	506 -1,452	-74%	-$40K	0.01%	315
2019 Q4	$60K	Hold	1,958	–	–	0.03%	190
2019 Q3	$55K	Hold	1,958	–	–	0.03%	198
2019 Q2	$54K	Buy	1,958 +1,452	+287%	+$39.3K	0.03%	198
2019 Q1	$13K	Hold	506	–	–	0.01%	325
2018 Q4	$12K	Hold	506	–	–	0.01%	317
2018 Q3	$14K	Sell	506 -569	-53%	-$15.9K	0.01%	334
2018 Q2	$28K	Hold	1,075	–	–	0.02%	263
2018 Q1	$30K	Hold	1,075	–	–	0.02%	253
2017 Q4	$30K	Hold	1,075	–	–	0.02%	231
2017 Q3	$28K	Hold	1,075	–	–	0.02%	232
2017 Q2	$27K	Hold	1,075	–	–	0.02%	233
2017 Q1	$26K	Buy	+1,075	New	+$25.7K	0.02%	227

Other funds holding XLF

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s XLF Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2022, closing a stake of 600 shares — an estimated $19K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in XLF in Q1 2017 and held it in 22 quarters. The position peaked at $60K in Q4 2019. 1,304 funds tracked by Wall St. Rank hold XLF as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 600 State Street Financial Select Sector SPDR ETF shares in Q3 2022, an estimated $19K.
Sterling Investment Advisors (Pennsylvania) first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2017 and held it in 22 quarters.
Sterling Investment Advisors (Pennsylvania)'s State Street Financial Select Sector SPDR ETF position peaked at $60K in Q4 2019.
1,304 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.