Tilia Fiduciary Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Tilia Fiduciary 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
2023 Q3	–	Sell	-1,426	Closed	-$48.1K	–	510
2023 Q2	$48.1K	Sell	1,426 -38	-3%	-$1.24K	0.04%	221
2023 Q1	$47.1K	Buy	1,464 +1	+0.1%	+$35	0.04%	215
2022 Q4	$50K	Buy	1,463 +2	+0.1%	+$68	0.05%	198
2022 Q3	$44K	Sell	1,461 -304	-17%	-$10K	0.04%	211
2022 Q2	$56K	Sell	1,765 -832	-32%	-$28.8K	0.05%	193
2022 Q1	$100K	Buy	2,597 +1	+0%	+$39	0.08%	149
2021 Q4	$101K	Buy	+2,596	New	+$102K	0.08%	153

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Tilia Fiduciary Partners's XLF Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2023, closing a stake of 1,426 shares — an estimated $48.1K sold.

Tilia Fiduciary Partners first reported a position in XLF in Q4 2021 and held it in 7 quarters. The position peaked at $101K in Q4 2021. 1,328 funds tracked by Wall St. Rank hold XLF as of Q3 2023.

Tilia Fiduciary Partners reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 1,426 State Street Financial Select Sector SPDR ETF shares in Q3 2023, an estimated $48.1K.
Tilia Fiduciary Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and held it in 7 quarters.
Tilia Fiduciary Partners's State Street Financial Select Sector SPDR ETF position peaked at $101K in Q4 2021.
1,328 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.