WealthCare Investment Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

WealthCare Investment Partners’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	-6,826	Closed	-$231K	–	124
2023 Q2	$231K	Sell	6,826 -7,555	-53%	-$247K	0.14%	109
2023 Q1	$462K	Sell	14,381 -6,352	-31%	-$221K	0.28%	75
2022 Q4	$709K	Sell	20,733 -14,607	-41%	-$494K	0.48%	51
2022 Q3	$1.07M	Sell	35,340 -2,454	-6%	-$81.1K	0.89%	33
2022 Q2	$1.19M	Sell	37,794 -4,048	-10%	-$140K	1.02%	31
2022 Q1	$1.56M	Buy	41,842 +6,276	+18%	+$245K	1.39%	18
2021 Q4	$1.39M	Buy	+35,566	New	+$1.4M	1.34%	22

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

WealthCare Investment Partners's XLF Position: Q3 2023 in Review

WealthCare Investment Partners sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2023, closing a stake of 6,826 shares — an estimated $231K sold.

WealthCare Investment Partners first reported a position in XLF in Q4 2021 and held it in 7 quarters. The position peaked at $1.56M in Q1 2022. 1,328 funds tracked by Wall St. Rank hold XLF as of Q3 2023.

WealthCare Investment Partners reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
WealthCare Investment Partners sold 6,826 State Street Financial Select Sector SPDR ETF shares in Q3 2023, an estimated $231K.
WealthCare Investment Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and held it in 7 quarters.
WealthCare Investment Partners's State Street Financial Select Sector SPDR ETF position peaked at $1.56M in Q1 2022.
1,328 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2023.

Based on WealthCare Investment Partners's 13F filing for Q3 2023, filed 10 Oct 2023.