Sumitomo Mitsui Trust Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Sumitomo Mitsui Trust 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
2022 Q2	–	Sell	-10,150	Closed	-$389K	–	1268
2022 Q1	$389K	Buy	10,150 +4,957	+95%	+$194K	﹤0.01%	1128
2021 Q4	$203K	Sell	5,193 -826,807	-99%	-$32.5M	﹤0.01%	1151
2021 Q3	$31.2M	Hold	832,000	–	–	0.02%	650
2021 Q2	$30.5M	Buy	832,000 +5,000	+0.6%	+$183K	0.02%	668
2021 Q1	$28.2M	Buy	+827,000	New	+$26.6M	0.02%	670
2020 Q1	–	Sell	-366,000	Closed	-$11.3M	–	1147
2019 Q4	$11.3M	Hold	366,000	–	–	0.01%	732
2019 Q3	$10.2M	Hold	366,000	–	–	0.01%	726
2019 Q2	$10.1M	Buy	+366,000	New	+$9.91M	0.01%	720
2018 Q4	–	Sell	-210,000	Closed	-$5.79M	–	933
2018 Q3	$5.79M	Hold	210,000	–	–	0.01%	696
2018 Q2	$5.58M	Sell	210,000 -185,000	-47%	-$5.1M	0.01%	705
2018 Q1	$10.9M	Hold	395,000	–	–	0.01%	659
2017 Q4	$11M	Buy	395,000 +197,000	+99%	+$5.3M	0.01%	660
2017 Q3	$5.12M	Sell	198,000 -32,000	-14%	-$798K	0.01%	692
2017 Q2	$5.67M	Hold	230,000	–	–	0.01%	684
2017 Q1	$5.46M	Hold	230,000	–	–	0.01%	661
2016 Q4	$5.35M	Buy	+230,000	New	+$4.93M	0.01%	662
2016 Q1	–	Sell	-282,565	Closed	-$5.97M	–	886
2015 Q4	$5.97M	Buy	282,565 +9,018	+3%	+$190K	0.01%	659
2015 Q3	$5.44M	Buy	+273,547	New	+$5.8M	0.01%	655

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group's XLF Position: Q2 2022 in Review

Sumitomo Mitsui Trust Group sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2022, closing a stake of 10,150 shares — an estimated $389K sold.

Sumitomo Mitsui Trust Group first reported a position in XLF in Q3 2015 and held it in 18 quarters. The position peaked at $31.2M in Q3 2021. 1,373 funds tracked by Wall St. Rank hold XLF as of Q2 2022.

Sumitomo Mitsui Trust Group reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Sumitomo Mitsui Trust Group sold 10,150 State Street Financial Select Sector SPDR ETF shares in Q2 2022, an estimated $389K.
Sumitomo Mitsui Trust Group first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2015 and held it in 18 quarters.
Sumitomo Mitsui Trust Group's State Street Financial Select Sector SPDR ETF position peaked at $31.2M in Q3 2021.
1,373 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2022.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2022, filed 26 Jul 2022.