True Capital Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$1.27M Sell
39,549
-1,040
-3% -$36.1K 0.87% 26
2022
Q4
$1.39M Buy
+40,589
New +$1.37M 1.13% 21

Other funds holding XLF

True Capital Management's XLF Position: Q1 2023 in Review

True Capital Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.6% in Q1 2023, selling an estimated $36.1K and leaving 39,549 shares worth $1.27M. The position accounts for 0.87% of the portfolio, ranked #26.

True Capital Management first reported a position in XLF in Q4 2022 and has held it in 2 quarters since. The position peaked at $1.39M in Q4 2022. 1,360 funds tracked by Wall St. Rank hold XLF as of Q1 2023.

  • True Capital Management held 39,549 shares of State Street Financial Select Sector SPDR ETF worth $1.27M as of Q1 2023.
  • True Capital Management sold 1,040 State Street Financial Select Sector SPDR ETF shares in Q1 2023, an estimated $36.1K.
  • State Street Financial Select Sector SPDR ETF made up 0.87% of True Capital Management's portfolio in Q1 2023, its #26 holding.
  • True Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 2 quarters since.
  • True Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $1.39M in Q4 2022.
  • 1,360 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2023.

Based on True Capital Management's 13F filing for Q1 2023, filed 2 May 2023.