Titus Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Titus Wealth Management’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	$212K	Buy	6,741 +265	+4%	+$9.16K	0.11%	152
2022 Q1	$248K	Buy	6,476 +25	+0.4%	+$977	0.11%	141
2021 Q4	$252K	Buy	+6,451	New	+$254K	0.11%	135
2018 Q4	–	Sell	-11,847	Closed	-$327K	–	103
2018 Q3	$327K	Buy	11,847 +357	+3%	+$9.99K	0.28%	63
2018 Q2	$305K	Buy	11,490 +1,054	+10%	+$29.1K	0.33%	58
2018 Q1	$333K	Sell	10,436 -8,216	-44%	-$237K	0.32%	49
2017 Q4	$764K	Buy	+18,652	New	+$502K	0.86%	22

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

Titus Wealth Management's XLF Position: Q2 2022 in Review

Titus Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 4.1% in Q2 2022, buying an estimated $9.16K and bringing the position to 6,741 shares worth $212K. The position accounts for 0.11% of the portfolio, ranked #152.

Titus Wealth Management first reported a position in XLF in Q4 2017 and has held it in 7 quarters since. The position peaked at $764K in Q4 2017. 1,373 funds tracked by Wall St. Rank hold XLF as of Q2 2022.

Titus Wealth Management held 6,741 shares of State Street Financial Select Sector SPDR ETF worth $212K as of Q2 2022.
Titus Wealth Management bought 265 State Street Financial Select Sector SPDR ETF shares in Q2 2022, an estimated $9.16K.
State Street Financial Select Sector SPDR ETF made up 0.11% of Titus Wealth Management's portfolio in Q2 2022, its #152 holding.
Titus Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and has held it in 7 quarters since.
Titus Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $764K in Q4 2017.
1,373 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.