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

WestHill Financial 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 Q2	–	Sell	-42	Closed	-$1.35K	–	112
2023 Q1	$1.35K	Buy	+42	New	+$1.46K	﹤0.01%	111
2021 Q4	–	Sell	-10	Closed	–	–	127
2021 Q3	$0	Buy	+10	New	+$374	﹤0.01%	112

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

WestHill Financial Advisors's XLF Position: Q2 2023 in Review

WestHill Financial Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2023, closing a stake of 42 shares — an estimated $1.35K sold.

WestHill Financial Advisors first reported a position in XLF in Q3 2021 and held it in 2 quarters. The position peaked at $1.35K in Q1 2023. 1,342 funds tracked by Wall St. Rank hold XLF as of Q2 2023.

WestHill Financial Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
WestHill Financial Advisors sold 42 State Street Financial Select Sector SPDR ETF shares in Q2 2023, an estimated $1.35K.
WestHill Financial Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2021 and held it in 2 quarters.
WestHill Financial Advisors's State Street Financial Select Sector SPDR ETF position peaked at $1.35K in Q1 2023.
1,342 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2023.

Based on WestHill Financial Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.