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Ted Buchan & Co’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Ted Buchan & Co’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
-42,418
Closed -$1.45M – 90
2022
Q4 		$1.45M Buy
+42,418
New +$1.43M 1.34% 14

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

Ted Buchan & Co's XLF Position: Q1 2023 in Review

Ted Buchan & Co sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2023, closing a stake of 42,418 shares — an estimated $1.45M sold.

Ted Buchan & Co first reported a position in XLF in Q4 2022 and held it in 1 quarter. The position peaked at $1.45M in Q4 2022. 1,360 funds tracked by Wall St. Rank hold XLF as of Q1 2023.

  • Ted Buchan & Co reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • Ted Buchan & Co sold 42,418 State Street Financial Select Sector SPDR ETF shares in Q1 2023, an estimated $1.45M.
  • Ted Buchan & Co first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and held it in 1 quarter.
  • Ted Buchan & Co's State Street Financial Select Sector SPDR ETF position peaked at $1.45M 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 Ted Buchan & Co's 13F filing for Q1 2023, filed 6 Sep 2024.