Values First Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Values First 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 Q2	–	Sell	-1,387	Closed	-$44.6K	–	347
2023 Q1	$44.6K	Buy	+1,387	New	+$48.2K	0.03%	198

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

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

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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Values First Advisors's XLF Position: Q2 2023 in Review

Values First Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2023, closing a stake of 1,387 shares — an estimated $44.6K sold.

Values First Advisors first reported a position in XLF in Q1 2023 and held it in 1 quarter. The position peaked at $44.6K in Q1 2023. 1,342 funds tracked by Wall St. Rank hold XLF as of Q2 2023.

Values First Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
Values First Advisors sold 1,387 State Street Financial Select Sector SPDR ETF shares in Q2 2023, an estimated $44.6K.
Values First Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2023 and held it in 1 quarter.
Values First Advisors's State Street Financial Select Sector SPDR ETF position peaked at $44.6K in Q1 2023.
1,342 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2023.

Based on Values First Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.