Stuart Chaussee & Associates’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Stuart Chaussee & Associates’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	-1,181	Closed	-$45K	–	173
2022 Q1	$45K	Buy	+1,181	New	+$46.2K	0.02%	52
2017 Q1	–	Sell	-276,447	Closed	-$6.43M	–	91
2016 Q4	$6.43M	Buy	+276,447	New	+$5.93M	4.98%	5

Other funds holding XLF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Stuart Chaussee & Associates's XLF Position: Q2 2022 in Review

Stuart Chaussee & Associates sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2022, closing a stake of 1,181 shares — an estimated $45K sold.

Stuart Chaussee & Associates first reported a position in XLF in Q4 2016 and held it in 2 quarters. The position peaked at $6.43M in Q4 2016. 1,372 funds tracked by Wall St. Rank hold XLF as of Q2 2022.

Stuart Chaussee & Associates reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Stuart Chaussee & Associates sold 1,181 State Street Financial Select Sector SPDR ETF shares in Q2 2022, an estimated $45K.
Stuart Chaussee & Associates first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2016 and held it in 2 quarters.
Stuart Chaussee & Associates's State Street Financial Select Sector SPDR ETF position peaked at $6.43M in Q4 2016.
1,372 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2022.

Based on Stuart Chaussee & Associates's 13F filing for Q2 2022, filed 15 Jul 2022.