Form 13-F position report

* SELECT SECTOR SPDR TR

Reported by Chicago Wealth Management Inc

ETF profile Manager portfolio Source filing
XLF CUSIP 81369Y605 Manager CIK 0001592178
Latest reported change

Reported 240,881 shares, up 232,045 (2626.1%) from the prior quarter.

Reported value 2462.7%; share count 2626.1% vs. the prior quarter.

Added
% of reported 13F value 6.15% This manager · Q1 2023
Shares 240,881 Quarter-end amount reported
Reported value $7,744,311 Fair value at quarter end
Consecutive quarters held 2 Through Q1 2023

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

17 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q2 2026 Reduced 8,290 -433 (-5.0%) 0.16% $444,412 2026-08-11
Q1 2026 Reduced 8,723 -199,723 (-95.8%) 0.17% $430,664 2026-05-12
Q4 2025 Added 208,446 +5,686 (2.8%) 4.59% $11,416,586 2026-02-17
Q3 2025 Added 202,760 +2,472 (1.2%) 4.76% $10,922,705 2025-11-13
Q2 2025 Added 200,288 +1,349 (0.7%) 5.0% $10,489,064 2025-08-14
Q1 2025 Added 198,939 +8,163 (4.3%) 5.19% $9,909,176 2025-05-14
Q4 2024 Added 190,776 +13,069 (7.4%) 4.79% $9,220,221 2025-02-10
Q3 2024 Added 177,707 +39,508 (28.6%) 4.3% $8,053,680 2024-11-12
Q2 2024 Added 138,199 +15,431 (12.6%) 3.27% $5,681,344 2024-08-15
Q1 2024 New 122,768 +122,768 (0.0%) 3.07% $5,170,988 2024-05-15
Q2 2023 Reduced 0 -240,881 (-100.0%) 0 $0 2023-08-15
Q1 2023 Added 240,881 +232,045 (2626.1%) 6.15% $7,744,311 2023-05-12
Q4 2022 New 8,836 +8,836 (0.0%) 0.26% $302,191 2023-02-15
Q2 2022 Reduced 0 -231,804 (-100.0%) 0 $0 2022-08-15
Q1 2022 Added 231,804 +2,077 (0.9%) 5.96% $8,883,000 2022-05-13
Q4 2021 Added 229,727 +5,719 (2.6%) 6.02% $8,971,000 2022-02-14
Q3 2021 Added 224,008 +6,132 (2.8%) 6.13% $8,407,000 2021-11-10
Five years are shown. A free account unlocks the complete reported history. Unlock full history
Institutional context

Who else reported the position

1537 managers reported * SELECT SECTOR SPDR TR for Q1 2023.

Manager Activity Shares Change % of reported 13F Reported value Tenure
JPMorgan Chase & Co Added 98,191,986 +59,026,643 0.38% $3,156,872,659 40 qtrs
Bank of America Corporation Reduced 64,738,002 -19,755,939 0.21% $2,081,326,781 40 qtrs
WELLS FARGO & COMPANY MN Added 44,358,399 +2,057,137 0.41% $1,426,122,585 40 qtrs
MORGAN STANLEY Reduced 32,331,628 -2,843,019 0.11% $1,039,461,929 40 qtrs
UBS Group AG Reduced 14,055,650 -17,383,980 0.17% $451,889,148 34 qtrs
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC Added 13,646,000 +1,705,000 1.25% $438,718,901 8 qtrs
Varma Mutual Pension Insurance Co New 13,408,788 +13,408,788 5.26% $431,092,534 1 qtr
Barclays PLC Added 12,641,045 +2,520,132 0.19% $406,409,598 40 qtrs
LPL Financial LLC Reduced 12,620,119 -33,003 0.32% $405,736,804 40 qtrs
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM Reduced 12,000,000 -3,500,000 0.34% $385,800,000 2 qtrs
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Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
March 31, 2023
Filed
May 12, 2023
Filing type
13F-HR
Position type
FINANCIAL

Voting authority reported

Sole
0
Shared
0
None
240,881

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.