Ulland Investment Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Ulland Investment 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
2023 Q1	–	Sell	-50	Closed	-$2K	–	220
2022 Q4	$2K	Sell	50 -2,275	-98%	-$76.9K	﹤0.01%	198
2022 Q3	$71K	Hold	2,325	–	–	0.08%	76
2022 Q2	$73K	Sell	2,325 -20	-0.9%	-$691	0.07%	81
2022 Q1	$90K	Buy	2,345 +245	+12%	+$9.58K	0.07%	81
2021 Q4	$82K	Buy	+2,100	New	+$82.5K	0.05%	88

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Ulland Investment Advisors's XLF Position: Q1 2023 in Review

Ulland Investment Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2023, closing a stake of 50 shares — an estimated $2K sold.

Ulland Investment Advisors first reported a position in XLF in Q4 2021 and held it in 5 quarters. The position peaked at $90K in Q1 2022. 1,360 funds tracked by Wall St. Rank hold XLF as of Q1 2023.

Ulland Investment Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Ulland Investment Advisors sold 50 State Street Financial Select Sector SPDR ETF shares in Q1 2023, an estimated $2K.
Ulland Investment Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and held it in 5 quarters.
Ulland Investment Advisors's State Street Financial Select Sector SPDR ETF position peaked at $90K in Q1 2022.
1,360 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2023.

Based on Ulland Investment Advisors's 13F filing for Q1 2023, filed 17 Apr 2023.