Strategic Asset Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Strategic Asset 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
2022 Q3	$40K	Hold	1,310	–	–	0.07%	169
2022 Q2	$41K	Hold	1,310	–	–	0.07%	178
2022 Q1	$50K	Hold	1,310	–	–	0.07%	158
2021 Q4	$51K	Buy	+1,310	New	+$51.5K	0.07%	155

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

Strategic Asset Management's XLF Position: Q3 2022 in Review

Strategic Asset Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q3 2022 at 1,310 shares worth $40K. The position accounts for 0.07% of the portfolio, ranked #169.

Strategic Asset Management first reported a position in XLF in Q4 2021 and has held it in 4 quarters since. The position peaked at $51K in Q4 2021. 1,304 funds tracked by Wall St. Rank hold XLF as of Q3 2022.

Strategic Asset Management held 1,310 shares of State Street Financial Select Sector SPDR ETF worth $40K as of Q3 2022.
Strategic Asset Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q3 2022.
State Street Financial Select Sector SPDR ETF made up 0.07% of Strategic Asset Management's portfolio in Q3 2022, its #169 holding.
Strategic Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 4 quarters since.
Strategic Asset Management's State Street Financial Select Sector SPDR ETF position peaked at $51K in Q4 2021.
1,304 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.