Stevard LLC’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Stevard LLC’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	-15,319	Closed	-$493K	–	46
2023 Q1	$493K	Hold	15,319	–	–	0.46%	29
2022 Q4	$524K	Hold	15,319	–	–	0.45%	26
2022 Q3	$465K	Buy	+15,319	New	+$506K	0.44%	33
2022 Q1	$587K	Hold	15,319	–	–	0.45%	34
2021 Q4	$598K	Buy	15,319 +7,613	+99%	+$299K	0.42%	32
2021 Q3	$289K	Hold	7,706	–	–	0.23%	42
2021 Q2	$283K	Buy	+7,706	New	+$282K	0.22%	42

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

Stevard LLC's XLF Position: Q2 2023 in Review

Stevard LLC sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2023, closing a stake of 15,319 shares — an estimated $493K sold.

Stevard LLC first reported a position in XLF in Q2 2021 and held it in 7 quarters. The position peaked at $598K in Q4 2021. 1,342 funds tracked by Wall St. Rank hold XLF as of Q2 2023.

Stevard LLC reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
Stevard LLC sold 15,319 State Street Financial Select Sector SPDR ETF shares in Q2 2023, an estimated $493K.
Stevard LLC first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2021 and held it in 7 quarters.
Stevard LLC's State Street Financial Select Sector SPDR ETF position peaked at $598K in Q4 2021.
1,342 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2023.

Based on Stevard LLC's 13F filing for Q2 2023, filed 11 Aug 2023.