TCI Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,034
| Closed | -$65.4K | – | 2278 |
|
|
2023
Q1 | $65.4K | Buy |
2,034
+2
| +0.1% | +$70 | 0.01% | 370 |
|
|
2022
Q4 | $69.5K | Sell |
2,032
-3,998
| -66% | -$135K | 0.01% | 328 |
|
|
2022
Q3 | $183K | Buy |
6,030
+2
| +0% | +$66 | 0.03% | 174 |
|
|
2022
Q2 | $190K | Sell |
6,028
-5
| -0.1% | -$173 | 0.03% | 169 |
|
|
2022
Q1 | $231K | Sell |
6,033
-333
| -5% | -$13K | 0.03% | 161 |
|
|
2021
Q4 | $249K | Sell |
6,366
-479
| -7% | -$18.8K | 0.04% | 156 |
|
|
2021
Q3 | $257K | Sell |
6,845
-2,473
| -27% | -$92.5K | 0.04% | 158 |
|
|
2021
Q2 | $342K | Buy |
9,318
+8,702
| +1,413% | +$318K | 0.06% | 143 |
|
|
2021
Q1 | $21K | Sell |
616
-897
| -59% | -$28.8K | 0.01% | 567 |
|
|
2020
Q4 | $45K | Buy |
1,513
+2
| +0.1% | +$54 | 0.02% | 356 |
|
|
2020
Q3 | $36K | Buy |
1,511
+2
| +0.1% | +$49 | 0.01% | 363 |
|
|
2020
Q2 | $35K | Sell |
1,509
-135
| -8% | -$3.07K | 0.02% | 365 |
|
|
2020
Q1 | $34K | Sell |
1,644
-11,666
| -88% | -$321K | 0.02% | 373 |
|
|
2019
Q4 | $410K | Buy |
13,310
+10,449
| +365% | +$307K | 0.16% | 104 |
|
|
2019
Q3 | $80K | Hold |
2,861
| – | – | 0.04% | 250 |
|
|
2019
Q2 | $79K | Buy |
2,861
+1,322
| +86% | +$35.8K | 0.04% | 251 |
|
|
2019
Q1 | $40K | Sell |
1,539
-342
| -18% | -$8.83K | 0.02% | 382 |
|
|
2018
Q4 | $45K | Buy |
1,881
+289
| +18% | +$7.51K | 0.02% | 330 |
|
|
2018
Q3 | $44K | Hold |
1,592
| – | – | 0.02% | 367 |
|
|
2018
Q2 | $42K | Sell |
1,592
-350
| -18% | -$9.65K | 0.02% | 354 |
|
|
2018
Q1 | $54K | Buy |
1,942
+5
| +0.3% | +$144 | 0.03% | 318 |
|
|
2017
Q4 | $54K | Buy |
1,937
+537
| +38% | +$14.4K | 0.02% | 328 |
|
|
2017
Q3 | $36K | Buy |
1,400
+1,250
| +833% | +$31.2K | 0.02% | 366 |
|
|
2017
Q2 | $4K | Hold |
150
| – | – | ﹤0.01% | 831 |
|
|
2017
Q1 | $4K | Sell |
150
-141
| -48% | -$3.38K | ﹤0.01% | 792 |
|
|
2016
Q4 | $7K | Buy |
291
+141
| +94% | +$3.02K | ﹤0.01% | 714 |
|
|
2016
Q3 | $3K | Sell |
150
-3,780
| -96% | -$78K | ﹤0.01% | 900 |
|
|
2016
Q2 | $79K | Buy |
3,930
+3,759
| +2,198% | +$76.1K | 0.04% | 237 |
|
|
2016
Q1 | $3K | Hold |
171
| – | – | ﹤0.01% | 872 |
|
|
2015
Q4 | $4K | Hold |
171
| – | – | ﹤0.01% | 763 |
|
|
2015
Q3 | $3K | Hold |
171
| – | – | ﹤0.01% | 749 |
|
|
2015
Q2 | $4K | Hold |
171
| – | – | ﹤0.01% | 703 |
|
|
2015
Q1 | $4K | Hold |
171
| – | – | ﹤0.01% | 632 |
|
|
2014
Q4 | $4K | Hold |
171
| – | – | ﹤0.01% | 622 |
|
|
2014
Q3 | $3K | Hold |
171
| – | – | ﹤0.01% | 690 |
|
|
2014
Q2 | $3K | Hold |
171
| – | – | ﹤0.01% | 713 |
|
|
2014
Q1 | $3K | Hold |
171
| – | – | ﹤0.01% | 674 |
|
|
2013
Q4 | $3K | Hold |
171
| – | – | ﹤0.01% | 684 |
|
|
2013
Q3 | $3K | Hold |
171
| – | – | ﹤0.01% | 601 |
|
|
2013
Q2 | $3K | Buy |
+171
| New | +$2.87K | ﹤0.01% | 553 |
|
Other funds holding XLF
HIIFS
TCI Wealth Advisors's XLF Position: Q2 2023 in Review
TCI Wealth Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2023, closing a stake of 2,034 shares — an estimated $65.4K sold.
TCI Wealth Advisors first reported a position in XLF in Q2 2013 and held it in 40 quarters. The position peaked at $410K in Q4 2019. 1,342 funds tracked by Wall St. Rank hold XLF as of Q2 2023.
- TCI Wealth Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
- TCI Wealth Advisors sold 2,034 State Street Financial Select Sector SPDR ETF shares in Q2 2023, an estimated $65.4K.
- TCI Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and held it in 40 quarters.
- TCI Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $410K in Q4 2019.
- 1,342 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2023.
Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.