TFO Wealth Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

TFO Wealth Partners’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
2022 Q4	–	Sell	-944	Closed	-$29K	–	948
2022 Q3	$29K	Sell	944 -2,371	-72%	-$78.4K	0.01%	63
2022 Q2	$104K	Buy	+3,315	New	+$115K	0.02%	58
2022 Q1	–	Sell	-200	Closed	-$8K	–	176
2021 Q4	$8K	Hold	200	–	–	﹤0.01%	97
2021 Q3	$8K	Hold	200	–	–	﹤0.01%	101
2021 Q2	$7K	Hold	200	–	–	﹤0.01%	79
2021 Q1	$7K	Buy	+200	New	+$6.42K	﹤0.01%	140

Other funds holding XLF

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TFO Wealth Partners's XLF Position: Q4 2022 in Review

TFO Wealth Partners sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2022, closing a stake of 944 shares — an estimated $29K sold.

TFO Wealth Partners first reported a position in XLF in Q1 2021 and held it in 6 quarters. The position peaked at $104K in Q2 2022. 1,444 funds tracked by Wall St. Rank hold XLF as of Q4 2022.

TFO Wealth Partners reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
TFO Wealth Partners sold 944 State Street Financial Select Sector SPDR ETF shares in Q4 2022, an estimated $29K.
TFO Wealth Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and held it in 6 quarters.
TFO Wealth Partners's State Street Financial Select Sector SPDR ETF position peaked at $104K in Q2 2022.
1,444 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2022.

Based on TFO Wealth Partners's 13F filing for Q4 2022, filed 3 Feb 2023.