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

Wealth 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 Q3	–	Sell	-7,972	Closed	-$274K	–	71
2023 Q2	$274K	Buy	7,972 +250	+3%	+$8.16K	0.12%	56
2023 Q1	$250K	Sell	7,722 -708	-8%	-$24.6K	0.12%	60
2022 Q4	$288K	Sell	8,430 -197	-2%	-$6.66K	0.15%	51
2022 Q3	$262K	Sell	8,627 -178	-2%	-$5.88K	0.13%	49
2022 Q2	$277K	Buy	8,805 +2,406	+38%	+$83.2K	0.13%	48
2022 Q1	$245K	Buy	6,399 +1,051	+20%	+$41.1K	0.09%	59
2021 Q4	$209K	Buy	5,348 +1,062	+25%	+$41.7K	0.07%	66
2021 Q3	$162K	Buy	4,286 +565	+15%	+$21.1K	0.06%	72
2021 Q2	$135K	Buy	3,721 +201	+6%	+$7.35K	0.05%	79
2021 Q1	$122K	Buy	+3,520	New	+$113K	0.05%	79
2020 Q2	–	Sell	-21,530	Closed	-$458K	–	82
2020 Q1	$458K	Sell	21,530 -302,971	-93%	-$8.34M	0.3%	37
2019 Q4	$10M	Buy	+324,501	New	+$9.52M	5.72%	5

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

Wealth Advisors's XLF Position: Q3 2023 in Review

Wealth Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2023, closing a stake of 7,972 shares — an estimated $274K sold.

Wealth Advisors first reported a position in XLF in Q4 2019 and held it in 12 quarters. The position peaked at $10M in Q4 2019. 1,328 funds tracked by Wall St. Rank hold XLF as of Q3 2023.

Wealth Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Wealth Advisors sold 7,972 State Street Financial Select Sector SPDR ETF shares in Q3 2023, an estimated $274K.
Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and held it in 12 quarters.
Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $10M in Q4 2019.
1,328 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2023.

Based on Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.