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

TRUADVICE’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	$471K	Buy	+13,893	New	+$479K	0.18%	136

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

TRUADVICE's XLF Position: Q3 2023 in Review

TRUADVICE opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q3 2023: 13,893 shares worth $471K. The stake represents 0.18% of the portfolio and ranks #136 among its holdings.

1,328 funds tracked by Wall St. Rank hold XLF as of Q3 2023.

TRUADVICE held 13,893 shares of State Street Financial Select Sector SPDR ETF worth $471K as of Q3 2023.
State Street Financial Select Sector SPDR ETF was a new TRUADVICE position in Q3 2023.
State Street Financial Select Sector SPDR ETF made up 0.18% of TRUADVICE's portfolio in Q3 2023, its #136 holding.
1,328 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.