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

Truxt Investmentos’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
2021
Q3 		– Sell
-88,000
Closed -$3.23M – 23
2021
Q2 		$3.23M Sell
88,000
-2,787,000
-97% -$102M 0.21% 16
2021
Q1 		$97.9M Buy
+2,875,000
New +$92.3M 6.81% 4

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Truxt Investmentos's XLF Position: Q3 2021 in Review

Truxt Investmentos sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2021, closing a stake of 88,000 shares — an estimated $3.23M sold.

Truxt Investmentos first reported a position in XLF in Q1 2021 and held it in 2 quarters. The position peaked at $97.9M in Q1 2021. 1,352 funds tracked by Wall St. Rank hold XLF as of Q3 2021.

  • Truxt Investmentos reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2021 after selling out during the quarter.
  • Truxt Investmentos sold 88,000 State Street Financial Select Sector SPDR ETF shares in Q3 2021, an estimated $3.23M.
  • Truxt Investmentos first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and held it in 2 quarters.
  • Truxt Investmentos's State Street Financial Select Sector SPDR ETF position peaked at $97.9M in Q1 2021.
  • 1,352 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2021.

Based on Truxt Investmentos's 13F filing for Q3 2021, filed 4 Nov 2021.