TCWP’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

TCWP’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	-30,145	Closed	-$1.03M	–	291
2022 Q4	$1.03M	Sell	30,145 -4,350	-13%	-$147K	0.21%	100
2022 Q3	$1.05M	Buy	34,495 +26,588	+336%	+$879K	0.22%	99
2022 Q2	$248K	Sell	7,907 -1,082	-12%	-$37.4K	0.05%	234
2022 Q1	$344K	Sell	8,989 -6,083	-40%	-$238K	0.06%	203
2021 Q4	$588K	Buy	+15,072	New	+$592K	0.12%	130

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

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

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

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

TCWP's XLF Position: Q1 2023 in Review

TCWP sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2023, closing a stake of 30,145 shares — an estimated $1.03M sold.

TCWP first reported a position in XLF in Q4 2021 and held it in 5 quarters. The position peaked at $1.05M in Q3 2022. 1,360 funds tracked by Wall St. Rank hold XLF as of Q1 2023.

TCWP reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
TCWP sold 30,145 State Street Financial Select Sector SPDR ETF shares in Q1 2023, an estimated $1.03M.
TCWP first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and held it in 5 quarters.
TCWP's State Street Financial Select Sector SPDR ETF position peaked at $1.05M in Q3 2022.
1,360 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2023.

Based on TCWP's 13F filing for Q1 2023, filed 15 May 2023.