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

Tiedemann 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
2022 Q2	–	Sell	-6,988	Closed	-$268K	–	307
2022 Q1	$268K	Hold	6,988	–	–	0.01%	242
2021 Q4	$272K	Sell	6,988 -167	-2%	-$6.56K	0.01%	245
2021 Q3	$268K	Buy	7,155 +1,164	+19%	+$43.6K	0.01%	249
2021 Q2	$220K	Hold	5,991	–	–	0.01%	336
2021 Q1	$204K	Buy	+5,991	New	+$192K	0.01%	314
2020 Q4	–	Sell	-9,603	Closed	-$231K	–	355
2020 Q3	$231K	Hold	9,603	–	–	0.01%	290
2020 Q2	$222K	Sell	9,603 -1,560	-14%	-$35.4K	0.01%	270
2020 Q1	$232K	Buy	11,163 +2,145	+24%	+$59.1K	0.02%	264
2019 Q4	$278K	Buy	9,018 +223	+3%	+$6.54K	0.01%	255
2019 Q3	$247K	Buy	+8,795	New	+$243K	0.01%	274
2019 Q2	–	Sell	-19,896	Closed	-$512K	–	432
2019 Q1	$512K	Hold	19,896	–	–	0.02%	295
2018 Q4	$474K	Buy	19,896 +6,661	+50%	+$173K	0.02%	292
2018 Q3	$364K	Buy	+13,235	New	+$370K	0.02%	244
2018 Q1	–	Sell	-7,235	Closed	-$202K	–	275
2017 Q4	$202K	Buy	+7,235	New	+$195K	0.02%	212

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Tiedemann Advisors's XLF Position: Q2 2022 in Review

Tiedemann Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2022, closing a stake of 6,988 shares — an estimated $268K sold.

Tiedemann Advisors first reported a position in XLF in Q4 2017 and held it in 14 quarters. The position peaked at $512K in Q1 2019. 1,373 funds tracked by Wall St. Rank hold XLF as of Q2 2022.

Tiedemann Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Tiedemann Advisors sold 6,988 State Street Financial Select Sector SPDR ETF shares in Q2 2022, an estimated $268K.
Tiedemann Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and held it in 14 quarters.
Tiedemann Advisors's State Street Financial Select Sector SPDR ETF position peaked at $512K in Q1 2019.
1,373 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2022.

Based on Tiedemann Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.