6 Meridian’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

6 Meridian’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
2021 Q4	$1.09M	Sell	27,824 -1,264	-4%	-$49.7K	0.08%	116
2021 Q3	$1.09M	Sell	29,088 -460	-2%	-$17.2K	0.09%	117
2021 Q2	$1.08M	Sell	29,548 -3,271	-10%	-$120K	0.09%	123
2021 Q1	$1.12M	Sell	32,819 -8,707	-21%	-$280K	0.1%	118
2020 Q4	$1.22M	Sell	41,526 -29,092	-41%	-$778K	0.12%	113
2020 Q3	$1.7M	Sell	70,618 -2,231	-3%	-$54.3K	0.18%	94
2020 Q2	$1.69M	Sell	72,849 -5,572	-7%	-$127K	0.18%	98
2020 Q1	$1.63M	Sell	78,421 -11,691	-13%	-$322K	0.17%	96
2019 Q4	$2.77M	Sell	90,112 -813	-0.9%	-$23.9K	0.24%	87
2019 Q3	$2.55M	Buy	90,925 +31	+0%	+$856	0.25%	85
2019 Q2	$2.51M	Sell	90,894 -121	-0.1%	-$3.28K	0.25%	85
2019 Q1	$2.34M	Sell	91,015 -198,483	-69%	-$5.12M	0.24%	85
2018 Q4	$6.9M	Buy	289,498 +200,948	+227%	+$5.22M	0.79%	35
2018 Q3	$2.44M	Sell	88,550 -8,799	-9%	-$246K	0.25%	78
2018 Q2	$2.59M	Sell	97,349 -890	-0.9%	-$24.5K	0.27%	75
2018 Q1	$2.71M	Sell	98,239 -55,763	-36%	-$1.61M	0.3%	72
2017 Q4	$4.3M	Buy	+154,002	New	+$4.14M	0.5%	63

Other funds holding XLF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

6 Meridian's XLF Position: Q4 2021 in Review

6 Meridian reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 4.3% in Q4 2021, selling an estimated $49.7K and leaving 27,824 shares worth $1.09M. The position accounts for 0.08% of the portfolio, ranked #116.

6 Meridian first reported a position in XLF in Q4 2017 and has held it in 17 quarters since. The position peaked at $6.9M in Q4 2018. 1,508 funds tracked by Wall St. Rank hold XLF as of Q4 2021.

6 Meridian held 27,824 shares of State Street Financial Select Sector SPDR ETF worth $1.09M as of Q4 2021.
6 Meridian sold 1,264 State Street Financial Select Sector SPDR ETF shares in Q4 2021, an estimated $49.7K.
State Street Financial Select Sector SPDR ETF made up 0.08% of 6 Meridian's portfolio in Q4 2021, its #116 holding.
6 Meridian first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and has held it in 17 quarters since.
6 Meridian's State Street Financial Select Sector SPDR ETF position peaked at $6.9M in Q4 2018.
1,508 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2021.

Based on 6 Meridian's 13F filing for Q4 2021, filed 1 Feb 2022.