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	–	84
2023 Q2	$209K	Buy	+6,206	New	+$203K	0.11%	29
2021 Q1	–	Sell	-2,890	Closed	-$85K	–	180
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	–	35
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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of America

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 $280B AUM 33.63% 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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return