Sutton Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Sutton Wealth 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
2023 Q3	$21.2K	Hold	639	–	–	0.01%	355
2023 Q2	$21.5K	Sell	639 -470	-42%	-$15.3K	0.01%	343
2023 Q1	$35.7K	Hold	1,109	–	–	0.02%	239
2022 Q4	$37.9K	Hold	1,109	–	–	0.01%	474
2022 Q3	$33.7K	Hold	1,109	–	–	0.01%	486
2022 Q2	$34.9K	Hold	1,109	–	–	0.01%	486
2022 Q1	$42.5K	Hold	1,109	–	–	0.01%	457
2021 Q4	$43.3K	Hold	1,109	–	–	0.01%	463
2021 Q3	$41.6K	Sell	1,109 -6	-0.5%	-$224	0.02%	452
2021 Q2	$40.9K	Hold	1,115	–	–	0.01%	465
2021 Q1	$38K	Hold	1,115	–	–	0.01%	469
2020 Q4	$32.9K	Hold	1,115	–	–	0.01%	473
2020 Q3	$26.8K	Hold	1,115	–	–	0.01%	465
2020 Q2	$25.8K	Sell	1,115 -169	-13%	-$3.84K	0.01%	463
2020 Q1	$26.7K	Hold	1,284	–	–	0.02%	394
2019 Q4	$39.5K	Hold	1,284	–	–	0.02%	377
2019 Q3	$36K	Hold	1,284	–	–	0.02%	395
2019 Q2	$35.4K	Hold	1,284	–	–	0.02%	403
2019 Q1	$33K	Hold	1,284	–	–	0.02%	406
2018 Q4	$30.6K	Sell	1,284 -763	-37%	-$19.8K	0.02%	389
2018 Q3	$56.5K	Buy	2,047 +1,063	+108%	+$29.7K	0.04%	265
2018 Q2	$26.2K	Buy	984 +178	+22%	+$4.91K	0.02%	496
2018 Q1	$22.2K	Buy	+806	New	+$23.2K	0.02%	532

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

Sutton Wealth Advisors's XLF Position: Q3 2023 in Review

Sutton Wealth Advisors held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q3 2023 at 639 shares worth $21.2K. The position accounts for 0.01% of the portfolio, ranked #355.

Sutton Wealth Advisors first reported a position in XLF in Q1 2018 and has held it in 23 quarters since. The position peaked at $56.5K in Q3 2018. 1,328 funds tracked by Wall St. Rank hold XLF as of Q3 2023.

Sutton Wealth Advisors held 639 shares of State Street Financial Select Sector SPDR ETF worth $21.2K as of Q3 2023.
Sutton Wealth Advisors 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 Sutton Wealth Advisors's portfolio in Q3 2023, its #355 holding.
Sutton Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2018 and has held it in 23 quarters since.
Sutton Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $56.5K in Q3 2018.
1,328 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.