TRUE Private Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

TRUE Private Wealth Advisors’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
2024 Q3	–	Sell	-71,298	Closed	-$2.93M	–	284
2024 Q2	$2.93M	Sell	71,298 -2,608	-4%	-$107K	0.33%	56
2024 Q1	$3.11M	Sell	73,906 -253	-0.3%	-$9.99K	0.36%	47
2023 Q4	$2.79M	Sell	74,159 -25,288	-25%	-$875K	0.35%	44
2023 Q3	$3.3M	Sell	99,447 -5,829	-6%	-$201K	0.46%	44
2023 Q2	$3.55M	Buy	105,276 +2,495	+2%	+$81.4K	0.52%	37
2023 Q1	$3.3M	Buy	102,781 +953	+0.9%	+$33.1K	0.49%	38
2022 Q4	$3.48M	Buy	101,828 +937	+0.9%	+$31.7K	0.54%	32
2022 Q3	$3.06M	Buy	100,891 +5,031	+5%	+$166K	0.46%	33
2022 Q2	$3.01M	Buy	95,860 +9,325	+11%	+$322K	0.44%	38
2022 Q1	$3.12M	Buy	86,535 +8,647	+11%	+$338K	0.44%	41
2021 Q4	$3.04M	Buy	77,888 +3,578	+5%	+$141K	0.43%	46
2021 Q3	$2.79M	Buy	74,310 +2,510	+3%	+$93.9K	0.41%	48
2021 Q2	$2.63M	Sell	71,800 -24,185	-25%	-$885K	0.39%	50
2021 Q1	$3.27M	Buy	95,985 +38,694	+68%	+$1.24M	0.53%	34
2020 Q4	$1.69M	Buy	57,291 +2,950	+5%	+$78.9K	0.28%	56
2020 Q3	$1.31M	Buy	54,341 +2,697	+5%	+$65.6K	0.22%	72
2020 Q2	$1.2M	Buy	51,644 +28,259	+121%	+$642K	0.22%	70
2020 Q1	$486K	Sell	23,385 -8,335	-26%	-$229K	0.1%	103
2019 Q4	$976K	Sell	31,720 -2,940	-8%	-$86.3K	0.15%	86
2019 Q3	$970K	Sell	34,660 -3,410	-9%	-$94.1K	0.17%	81
2019 Q2	$1.05M	Buy	38,070 +6,357	+20%	+$172K	0.18%	76
2019 Q1	$815K	Sell	31,713 -2,053	-6%	-$53K	0.16%	87
2018 Q4	$804K	Sell	33,766 -2,649	-7%	-$68.8K	0.14%	102
2018 Q3	$1M	Buy	36,415 +9,333	+34%	+$261K	0.14%	99
2018 Q2	$720K	Buy	+27,082	New	+$747K	0.11%	119

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TRUE Private Wealth Advisors's XLF Position: Q3 2024 in Review

TRUE Private Wealth Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2024, closing a stake of 71,298 shares — an estimated $2.93M sold.

TRUE Private Wealth Advisors first reported a position in XLF in Q2 2018 and held it in 25 quarters. The position peaked at $3.55M in Q2 2023. 1,587 funds tracked by Wall St. Rank hold XLF as of Q3 2024.

TRUE Private Wealth Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
TRUE Private Wealth Advisors sold 71,298 State Street Financial Select Sector SPDR ETF shares in Q3 2024, an estimated $2.93M.
TRUE Private Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2018 and held it in 25 quarters.
TRUE Private Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $3.55M in Q2 2023.
1,587 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2024.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.