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

Windsor Wealth Management’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
2022 Q2	–	Sell	-12,445	Closed	-$472K	–	236
2022 Q1	$472K	Buy	12,445 +2,598	+26%	+$102K	0.09%	154
2021 Q4	$400K	Buy	9,847 +4,318	+78%	+$170K	0.07%	167
2021 Q3	$211K	Buy	+5,529	New	+$207K	0.04%	214
2018 Q3	–	Sell	-8,672	Closed	-$231K	–	138
2018 Q2	$231K	Sell	8,672 -831	-9%	-$22.9K	0.18%	114
2018 Q1	$262K	Buy	+9,503	New	+$274K	0.22%	104

Other funds holding XLF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

HIIFS

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Windsor Wealth Management's XLF Position: Q2 2022 in Review

Windsor Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2022, closing a stake of 12,445 shares — an estimated $472K sold.

Windsor Wealth Management first reported a position in XLF in Q1 2018 and held it in 5 quarters. The position peaked at $472K in Q1 2022. 1,373 funds tracked by Wall St. Rank hold XLF as of Q2 2022.

Windsor Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Windsor Wealth Management sold 12,445 State Street Financial Select Sector SPDR ETF shares in Q2 2022, an estimated $472K.
Windsor Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2018 and held it in 5 quarters.
Windsor Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $472K in Q1 2022.
1,373 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2022.

Based on Windsor Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.