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

Triangle Securities 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 Q1	–	Sell	-5,710	Closed	-$223K	–	181
2021 Q4	$223K	Sell	5,710 -130	-2%	-$5.11K	0.07%	174
2021 Q3	$219K	Hold	5,840	–	–	0.07%	168
2021 Q2	$214K	Buy	+5,840	New	+$214K	0.07%	171
2016 Q2	–	Sell	-13,704	Closed	-$271K	–	137
2016 Q1	$271K	Buy	+13,704	New	+$261K	0.18%	115
2015 Q4	–	Sell	-13,647	Closed	-$271K	–	140
2015 Q3	$271K	Sell	13,647 -511	-4%	-$10.8K	0.2%	109
2015 Q2	$303K	Hold	14,158	–	–	0.21%	111
2015 Q1	$300K	Buy	14,158 +666	+5%	+$14.1K	0.21%	114
2014 Q4	$293K	Hold	13,492	–	–	0.21%	105
2014 Q3	$274K	Hold	13,492	–	–	0.21%	100
2014 Q2	$269K	Sell	13,492 -286	-2%	-$5.57K	0.21%	105
2014 Q1	$220K	Buy	13,778 +286	+2%	+$5.46K	0.2%	110
2013 Q4	$259K	Sell	13,492 -286	-2%	-$5.26K	0.21%	104
2013 Q3	$241K	Hold	13,778	–	–	0.21%	107
2013 Q2	$235K	Buy	+13,778	New	+$231K	0.17%	107

Other funds holding XLF

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

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

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

Triangle Securities Wealth Management's XLF Position: Q1 2022 in Review

Triangle Securities Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2022, closing a stake of 5,710 shares — an estimated $223K sold.

Triangle Securities Wealth Management first reported a position in XLF in Q2 2013 and held it in 14 quarters. The position peaked at $303K in Q2 2015. 1,507 funds tracked by Wall St. Rank hold XLF as of Q1 2022.

Triangle Securities Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
Triangle Securities Wealth Management sold 5,710 State Street Financial Select Sector SPDR ETF shares in Q1 2022, an estimated $223K.
Triangle Securities Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and held it in 14 quarters.
Triangle Securities Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $303K in Q2 2015.
1,507 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2022.

Based on Triangle Securities Wealth Management's 13F filing for Q1 2022, filed 13 Apr 2022.