Veritable’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Veritable’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
2013 Q4	–	Sell	-573,674	Closed	-$10M	–	1016
2013 Q3	$10M	Hold	573,674	–	–	0.23%	71
2013 Q2	$9.8M	Buy	+573,674	New	+$9.6M	0.24%	72

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Veritable's XLF Position: Q3 2023 in Review

Veritable sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2023, closing a stake of 335,699 shares — an estimated $11.3M sold.

Veritable first reported a position in XLF in Q2 2013 and held it in 40 quarters. The position peaked at $13.4M in Q4 2021. 1,329 funds tracked by Wall St. Rank hold XLF as of Q3 2023.

Veritable reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Veritable sold 335,699 State Street Financial Select Sector SPDR ETF shares in Q3 2023, an estimated $11.3M.
Veritable first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and held it in 40 quarters.
Veritable's State Street Financial Select Sector SPDR ETF position peaked at $13.4M in Q4 2021.
1,329 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.