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

Tuttle Capital Management’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	-17,227	Closed	-$581K	–	70
2023 Q2	$581K	Sell	17,227 -1,566	-8%	-$51.1K	2.74%	11
2023 Q1	$604K	Hold	18,793	–	–	3.93%	9
2022 Q4	$643K	Hold	18,793	–	–	2.55%	12
2022 Q3	$571K	Sell	18,793 -1,977	-10%	-$65.3K	1.96%	13
2022 Q2	$653K	Buy	+20,770	New	+$718K	1.82%	10
2022 Q1	–	Sell	-28,296	Closed	-$1.1M	–	114
2021 Q4	$1.1M	Buy	+28,296	New	+$1.11M	1.69%	11
2017 Q2	–	Sell	-99,449	Closed	-$2.36M	–	96
2017 Q1	$2.36M	Sell	99,449 -3,677	-4%	-$88.1K	2.85%	6
2016 Q4	$2.4M	Buy	103,126 +4,918	+5%	+$106K	2.42%	8
2016 Q3	$1.89M	Buy	+98,208	New	+$2.03M	1.43%	14

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 $416B AUM 33.63% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Tuttle Capital Management's XLF Position: Q3 2023 in Review

Tuttle Capital Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2023, closing a stake of 17,227 shares — an estimated $581K sold.

Tuttle Capital Management first reported a position in XLF in Q3 2016 and held it in 9 quarters. The position peaked at $2.4M in Q4 2016. 1,328 funds tracked by Wall St. Rank hold XLF as of Q3 2023.

Tuttle Capital Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Tuttle Capital Management sold 17,227 State Street Financial Select Sector SPDR ETF shares in Q3 2023, an estimated $581K.
Tuttle Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2016 and held it in 9 quarters.
Tuttle Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $2.4M in Q4 2016.
1,328 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2023.

Based on Tuttle Capital Management's 13F filing for Q3 2023, filed 13 Oct 2023.