USAdvisors Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

USAdvisors Wealth 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
2024 Q2	–	Sell	-10,170	Closed	-$426K	–	144
2024 Q1	$426K	Buy	+10,170	New	+$401K	0.16%	89
2022 Q2	–	Sell	-31,615	Closed	-$1.21M	–	126
2022 Q1	$1.21M	Buy	+31,615	New	+$1.24M	0.52%	49
2018 Q2	–	Sell	-8,042	Closed	-$222K	–	71
2018 Q1	$222K	Sell	8,042 -130	-2%	-$3.74K	0.18%	53
2017 Q4	$228K	Buy	+8,172	New	+$220K	0.2%	50

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

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

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

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

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

USAdvisors Wealth Management's XLF Position: Q2 2024 in Review

USAdvisors Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2024, closing a stake of 10,170 shares — an estimated $426K sold.

USAdvisors Wealth Management first reported a position in XLF in Q4 2017 and held it in 4 quarters. The position peaked at $1.21M in Q1 2022. 1,496 funds tracked by Wall St. Rank hold XLF as of Q2 2024.

USAdvisors Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
USAdvisors Wealth Management sold 10,170 State Street Financial Select Sector SPDR ETF shares in Q2 2024, an estimated $426K.
USAdvisors Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and held it in 4 quarters.
USAdvisors Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $1.21M in Q1 2022.
1,496 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2024.

Based on USAdvisors Wealth Management's 13F filing for Q2 2024, filed 6 Aug 2024.