Tru Independence Asset Management 2’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Tru Independence Asset Management 2’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 Q1	$250K	Buy	+7,790	New	+$271K	0.25%	61

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

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

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

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

Tru Independence Asset Management 2's XLF Position: Q1 2023 in Review

Tru Independence Asset Management 2 opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q1 2023: 7,790 shares worth $250K. The stake represents 0.25% of the portfolio and ranks #61 among its holdings.

1,360 funds tracked by Wall St. Rank hold XLF as of Q1 2023.

Tru Independence Asset Management 2 held 7,790 shares of State Street Financial Select Sector SPDR ETF worth $250K as of Q1 2023.
State Street Financial Select Sector SPDR ETF was a new Tru Independence Asset Management 2 position in Q1 2023.
State Street Financial Select Sector SPDR ETF made up 0.25% of Tru Independence Asset Management 2's portfolio in Q1 2023, its #61 holding.
1,360 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2023.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2023, filed 26 Apr 2023.