Valtinson Bruner Financial Planning’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Valtinson Bruner Financial Planning’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	-70,508	Closed	-$2.48M	–	120
2022 Q4	$2.48M	Buy	70,508 +1,422	+2%	+$48.1K	1.44%	24
2022 Q3	$2.1M	Buy	69,086 +2,834	+4%	+$93.7K	1.29%	27
2022 Q2	$2.08M	Buy	66,252 +4,187	+7%	+$145K	1.27%	27
2022 Q1	$2.29M	Buy	+62,065	New	+$2.43M	1.31%	26

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

Valtinson Bruner Financial Planning's XLF Position: Q1 2023 in Review

Valtinson Bruner Financial Planning sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2023, closing a stake of 70,508 shares — an estimated $2.48M sold.

Valtinson Bruner Financial Planning first reported a position in XLF in Q1 2022 and held it in 4 quarters. The position peaked at $2.48M in Q4 2022. 1,360 funds tracked by Wall St. Rank hold XLF as of Q1 2023.

Valtinson Bruner Financial Planning reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Valtinson Bruner Financial Planning sold 70,508 State Street Financial Select Sector SPDR ETF shares in Q1 2023, an estimated $2.48M.
Valtinson Bruner Financial Planning first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2022 and held it in 4 quarters.
Valtinson Bruner Financial Planning's State Street Financial Select Sector SPDR ETF position peaked at $2.48M in Q4 2022.
1,360 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2023.

Based on Valtinson Bruner Financial Planning's 13F filing for Q1 2023, filed 5 May 2023.