Waratah Capital Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-500,000
Closed -$24.2M 231
2024
Q4
$24.2M Buy
+500,000
New +$24.2M 0.81% 37
2022
Q3
Sell
-1,250,000
Closed -$39.3M 200
2022
Q2
$39.3M Buy
+1,250,000
New +$43.2M 0.87% 21

Other funds holding XLF

Waratah Capital Advisors's XLF Position: Q1 2023 in Review

Waratah Capital Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2023, closing a stake of 34,039 shares — an estimated $1.16M sold.

Waratah Capital Advisors first reported a position in XLF in Q1 2022 and held it in 2 quarters. The position peaked at $1.16M in Q4 2022. 1,360 funds tracked by Wall St. Rank hold XLF as of Q1 2023.

  • Waratah Capital Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • Waratah Capital Advisors sold 34,039 State Street Financial Select Sector SPDR ETF shares in Q1 2023, an estimated $1.16M.
  • Waratah Capital Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2022 and held it in 2 quarters.
  • Waratah Capital Advisors's State Street Financial Select Sector SPDR ETF position peaked at $1.16M 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 Waratah Capital Advisors's 13F filing for Q1 2023, filed 11 May 2023.