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Strategic Point Investment Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Strategic Point Investment Advisors’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
-616,595
Closed -$23.6M – 32
2022
Q1 		$23.6M Sell
616,595
-6,448
-1% -$252K 5.4% 6
2021
Q4 		$24.3M Buy
623,043
+16,723
+3% +$657K 5.49% 6
2021
Q3 		$22.8M Buy
606,320
+4,322
+0.7% +$162K 5.58% 7
2021
Q2 		$22.1M Buy
601,998
+7,222
+1% +$264K 5.37% 7
2021
Q1 		$20.3M Buy
594,776
+267,251
+82% +$8.58M 5.36% 7
2020
Q4 		$9.61M Buy
+327,525
New +$8.76M 2.66% 15
2018
Q4 		– Sell
-416,942
Closed -$11.5K – 18
2018
Q3 		$11.5K Buy
416,942
+5,660
+1% +$158K 0.28% 11
2018
Q2 		$10.9M Buy
411,282
+5,115
+1% +$141K 4.29% 11
2018
Q1 		$11.2M Buy
406,167
+1,440
+0.4% +$41.5K 4.6% 8
2017
Q4 		$11.3M Sell
404,727
-28,187
-7% -$758K 4.42% 9
2017
Q3 		$11.2M Buy
432,914
+4,801
+1% +$120K 4.17% 10
2017
Q2 		$10.6M Buy
428,113
+6,008
+1% +$143K 4.12% 10
2017
Q1 		$10K Buy
422,105
+2,030
+0.5% +$48.6K 0.08% 10
2016
Q4 		$9.77M Buy
+420,075
New +$9.01M 4% 10
2016
Q1 		– Sell
-915,435
Closed -$19.1M – 13
2015
Q4 		$19.1M Sell
915,435
-18,163
-2% -$383K 8.21% 8
2015
Q3 		$18.6M Buy
933,598
+3,337
+0.4% +$70.7K 8.61% 7
2015
Q2 		$19.9M Sell
930,261
-22,497
-2% -$486K 3.94% 7
2015
Q1 		$20.2M Buy
952,758
+4,901
+0.5% +$104K 7.61% 7
2014
Q4 		$20.6M Buy
947,857
+9,703
+1% +$203K 8.8% 7
2014
Q3 		$19.1M Buy
938,154
+4,439
+0.5% +$89.6K 8.47% 5
2014
Q2 		$18.6M Sell
933,715
-8,860
-0.9% -$173K 8.38% 6
2014
Q1 		$18.5M Buy
942,575
+19,311
+2% +$369K 9.13% 5
2013
Q4 		$17.7M Buy
923,264
+6,982
+0.8% +$128K 8.53% 5
2013
Q3 		$16M Buy
916,282
+11,486
+1% +$204K 8.36% 5
2013
Q2 		$15.4M Buy
+904,796
New +$15.2M 9.03% 4

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 $20.6B AUM 59.59% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Strategic Point Investment Advisors's XLF Position: Q2 2022 in Review

Strategic Point Investment Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2022, closing a stake of 616,595 shares — an estimated $23.6M sold.

Strategic Point Investment Advisors first reported a position in XLF in Q2 2013 and held it in 25 quarters. The position peaked at $24.3M in Q4 2021. 1,373 funds tracked by Wall St. Rank hold XLF as of Q2 2022.

  • Strategic Point Investment Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
  • Strategic Point Investment Advisors sold 616,595 State Street Financial Select Sector SPDR ETF shares in Q2 2022, an estimated $23.6M.
  • Strategic Point Investment Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and held it in 25 quarters.
  • Strategic Point Investment Advisors's State Street Financial Select Sector SPDR ETF position peaked at $24.3M in Q4 2021.
  • 1,373 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2022.

Based on Strategic Point Investment Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.