Turim 21 Investimentos’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Turim 21 Investimentos’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	–	Sell	-6,206	Closed	-$209K	–	83
2023 Q2	$209K	Buy	+6,206	New	+$203K	0.11%	29
2021 Q1	–	Sell	-2,890	Closed	-$85K	–	178
2020 Q4	$85K	Sell	2,890 -14,412	-83%	-$386K	0.44%	32
2020 Q3	$416K	Buy	+17,302	New	+$421K	0.5%	23
2018 Q4	–	Sell	-1,628,368	Closed	-$44.9M	–	28
2018 Q3	$44.9M	Buy	1,628,368 +28,724	+2%	+$804K	18.02%	1
2018 Q2	$42.5M	Sell	1,599,644 -18,025	-1%	-$497K	22.2%	1
2018 Q1	$44.6M	Buy	1,617,669 +1,256,430	+348%	+$36.2M	15.5%	3
2017 Q4	$10.1M	Buy	361,239 +1,588	+0.4%	+$42.7K	3.84%	4
2017 Q3	$9.64M	Buy	+359,651	New	+$8.97M	2.28%	5

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

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

Turim 21 Investimentos's XLF Position: Q3 2023 in Review

Turim 21 Investimentos sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2023, closing a stake of 6,206 shares — an estimated $209K sold.

Turim 21 Investimentos first reported a position in XLF in Q3 2017 and held it in 8 quarters. The position peaked at $44.9M in Q3 2018. 1,328 funds tracked by Wall St. Rank hold XLF as of Q3 2023.

Turim 21 Investimentos reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Turim 21 Investimentos sold 6,206 State Street Financial Select Sector SPDR ETF shares in Q3 2023, an estimated $209K.
Turim 21 Investimentos first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2017 and held it in 8 quarters.
Turim 21 Investimentos's State Street Financial Select Sector SPDR ETF position peaked at $44.9M in Q3 2018.
1,328 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2023.

Based on Turim 21 Investimentos's 13F filing for Q3 2023, filed 14 Nov 2023.