WFA of San Diego’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
2023
Q1
Sell
-1,000
Closed -$34.2K 442
2022
Q4
$34.2K Buy
+1,000
New +$33.8K 0.03% 230
2020
Q3
Sell
-13,849
Closed -$426K 250
2020
Q2
$426K Buy
+13,849
New +$314K 0.1% 173

Other funds holding XLF

WFA of San Diego's XLF Position: Q1 2023 in Review

WFA of San Diego sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2023, closing a stake of 1,000 shares — an estimated $34.2K sold.

WFA of San Diego first reported a position in XLF in Q2 2020 and held it in 2 quarters. The position peaked at $426K in Q2 2020. 1,360 funds tracked by Wall St. Rank hold XLF as of Q1 2023.

  • WFA of San Diego reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • WFA of San Diego sold 1,000 State Street Financial Select Sector SPDR ETF shares in Q1 2023, an estimated $34.2K.
  • WFA of San Diego first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2020 and held it in 2 quarters.
  • WFA of San Diego's State Street Financial Select Sector SPDR ETF position peaked at $426K in Q2 2020.
  • 1,360 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2023.

Based on WFA of San Diego's 13F filing for Q1 2023, filed 17 Apr 2023.