Wambolt & Associates’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Wambolt & Associates’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	-6,187	Closed	-$209K	–	255
2023 Q2	$209K	Sell	6,187 -344	-5%	-$11.2K	0.07%	233
2023 Q1	$210K	Sell	6,531 -339	-5%	-$11.8K	0.07%	250
2022 Q4	$235K	Sell	6,870 -38	-0.6%	-$1.28K	0.09%	216
2022 Q3	$210K	Sell	6,908 -362	-5%	-$12K	0.09%	221
2022 Q2	$229K	Buy	7,270 +3	+0%	+$104	0.09%	216
2022 Q1	$278K	Buy	7,267 +91	+1%	+$3.56K	0.1%	206
2021 Q4	$280K	Buy	7,176 +173	+2%	+$6.8K	0.1%	209
2021 Q3	$267K	Buy	7,003 +487	+7%	+$18.2K	0.11%	207
2021 Q2	$241K	Buy	+6,516	New	+$238K	0.1%	219

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

Wambolt & Associates's XLF Position: Q3 2023 in Review

Wambolt & Associates sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2023, closing a stake of 6,187 shares — an estimated $209K sold.

Wambolt & Associates first reported a position in XLF in Q2 2021 and held it in 9 quarters. The position peaked at $280K in Q4 2021. 1,328 funds tracked by Wall St. Rank hold XLF as of Q3 2023.

Wambolt & Associates reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Wambolt & Associates sold 6,187 State Street Financial Select Sector SPDR ETF shares in Q3 2023, an estimated $209K.
Wambolt & Associates first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2021 and held it in 9 quarters.
Wambolt & Associates's State Street Financial Select Sector SPDR ETF position peaked at $280K in Q4 2021.
1,328 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2023.

Based on Wambolt & Associates's 13F filing for Q3 2023, filed 7 Nov 2023.