V Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

V Wealth 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 Q3	–	Sell	-10,669	Closed	-$360K	–	377
2023 Q2	$360K	Buy	10,669 +418	+4%	+$13.6K	0.06%	251
2023 Q1	$330K	Sell	10,251 -2,533	-20%	-$88K	0.06%	271
2022 Q4	$437K	Sell	12,784 -2,556	-17%	-$86.5K	0.09%	208
2022 Q3	$465K	Buy	15,340 +4,183	+37%	+$138K	0.09%	212
2022 Q2	$351K	Buy	11,157 +1,039	+10%	+$35.9K	0.07%	287
2022 Q1	$388K	Sell	10,118 -422	-4%	-$16.5K	0.06%	290
2021 Q4	$412K	Sell	10,540 -261	-2%	-$10.3K	0.06%	297
2021 Q3	$405K	Buy	10,801 +377	+4%	+$14.1K	0.06%	302
2021 Q2	$385K	Sell	10,424 -71,169	-87%	-$2.6M	0.06%	323
2021 Q1	$2.78M	Buy	+81,593	New	+$2.62M	0.51%	35
2020 Q2	–	Sell	-12,904	Closed	-$268K	–	390
2020 Q1	$268K	Buy	12,904 +4,319	+50%	+$119K	0.08%	246
2019 Q4	$241K	Hold	8,585	–	–	0.09%	241
2019 Q3	$241K	Sell	8,585 -32	-0.4%	-$883	0.09%	241
2019 Q2	$240K	Buy	8,617 +125	+1%	+$3.38K	0.09%	227
2019 Q1	$232K	Sell	8,492 -1,092	-11%	-$28.2K	0.09%	219
2018 Q4	$234K	Sell	9,584 -729	-7%	-$18.9K	0.12%	183
2018 Q3	$288K	Buy	10,313 +2,232	+28%	+$62.5K	0.13%	172
2018 Q2	$219K	Buy	+8,081	New	+$223K	0.12%	185
2017 Q3	–	Sell	-64	Closed	-$2K	–	717
2017 Q2	$2K	Buy	+64	New	+$1.52K	﹤0.01%	765

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

V Wealth Advisors's XLF Position: Q3 2023 in Review

V Wealth Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2023, closing a stake of 10,669 shares — an estimated $360K sold.

V Wealth Advisors first reported a position in XLF in Q2 2017 and held it in 19 quarters. The position peaked at $2.78M in Q1 2021. 1,328 funds tracked by Wall St. Rank hold XLF as of Q3 2023.

V Wealth Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 10,669 State Street Financial Select Sector SPDR ETF shares in Q3 2023, an estimated $360K.
V Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2017 and held it in 19 quarters.
V Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $2.78M in Q1 2021.
1,328 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.