Steward Financial Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Steward Financial Group’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 Q3	$22K	Hold	680	–	–	0.01%	241
2023 Q2	$22K	Buy	+680	New	+$22.2K	0.01%	235

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Steward Financial Group's XLF Position: Q3 2023 in Review

Steward Financial Group held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q3 2023 at 680 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #241.

Steward Financial Group first reported a position in XLF in Q2 2023 and has held it in 2 quarters since. 1,328 funds tracked by Wall St. Rank hold XLF as of Q3 2023.

Steward Financial Group held 680 shares of State Street Financial Select Sector SPDR ETF worth $22K as of Q3 2023.
Steward Financial Group left its State Street Financial Select Sector SPDR ETF share count unchanged in Q3 2023.
State Street Financial Select Sector SPDR ETF made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #241 holding.
Steward Financial Group first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2023 and has held it in 2 quarters since.
1,328 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.