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

Wealth Quarterback’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	-200,470	Closed	-$6.76M	–	128
2023 Q2	$6.76M	Buy	+200,470	New	+$6.54M	4.68%	5
2021 Q3	$59K	Buy	1,560 +351	+29%	+$13.1K	0.04%	212
2021 Q2	$45K	Buy	+1,209	New	+$44.2K	0.03%	242
2020 Q2	–	Sell	-834	Closed	-$17.4K	–	805
2020 Q1	$17.4K	Sell	834 -12,890	-94%	-$355K	0.02%	369
2019 Q4	$41.7K	Buy	+13,724	New	+$403K	0.04%	261

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 Quarterback's XLF Position: Q3 2023 in Review

Wealth Quarterback sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2023, closing a stake of 200,470 shares — an estimated $6.76M sold.

Wealth Quarterback first reported a position in XLF in Q4 2019 and held it in 5 quarters. The position peaked at $6.76M in Q2 2023. 1,328 funds tracked by Wall St. Rank hold XLF as of Q3 2023.

Wealth Quarterback reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Wealth Quarterback sold 200,470 State Street Financial Select Sector SPDR ETF shares in Q3 2023, an estimated $6.76M.
Wealth Quarterback first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and held it in 5 quarters.
Wealth Quarterback's State Street Financial Select Sector SPDR ETF position peaked at $6.76M in Q2 2023.
1,328 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2023.

Based on Wealth Quarterback's 13F filing for Q3 2023, filed 13 Nov 2023.