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

Wipfli 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
2022 Q3	$238K	Buy	+7,847	New	+$259K	0.02%	398

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Wipfli Financial Advisors's XLF Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q3 2022: 7,847 shares worth $238K. The stake represents 0.02% of the portfolio and ranks #398 among its holdings.

1,304 funds tracked by Wall St. Rank hold XLF as of Q3 2022.

Wipfli Financial Advisors held 7,847 shares of State Street Financial Select Sector SPDR ETF worth $238K as of Q3 2022.
State Street Financial Select Sector SPDR ETF was a new Wipfli Financial Advisors position in Q3 2022.
State Street Financial Select Sector SPDR ETF made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #398 holding.
1,304 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.