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

Tandem 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
Q1 		– Sell
-891
Closed -$30.5K – 84
2022
Q4 		$30.5K Buy
+891
New +$30.1K 0.02% 67

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
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
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Tandem Wealth Advisors's XLF Position: Q1 2023 in Review

Tandem Wealth Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2023, closing a stake of 891 shares — an estimated $30.5K sold.

Tandem Wealth Advisors first reported a position in XLF in Q4 2022 and held it in 1 quarter. The position peaked at $30.5K in Q4 2022. 1,360 funds tracked by Wall St. Rank hold XLF as of Q1 2023.

  • Tandem Wealth Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • Tandem Wealth Advisors sold 891 State Street Financial Select Sector SPDR ETF shares in Q1 2023, an estimated $30.5K.
  • Tandem Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and held it in 1 quarter.
  • Tandem Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $30.5K in Q4 2022.
  • 1,360 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2023.

Based on Tandem Wealth Advisors's 13F filing for Q1 2023, filed 7 Jul 2023.