Alley Company’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Alley Company’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	$222K	Buy	5,694 +122	+2%	+$4.79K	0.04%	83
2021 Q3	$209K	Buy	5,572 +9	+0.2%	+$337	0.04%	84
2021 Q2	$204K	Buy	+5,563	New	+$204K	0.04%	86
2019 Q1	–	Sell	-136,052	Closed	-$3.24M	–	84
2018 Q4	$3.24M	Buy	136,052 +7,601	+6%	+$197K	1.07%	41
2018 Q3	$3.54M	Sell	128,451 -2,038	-2%	-$57K	1.08%	40
2018 Q2	$3.47M	Buy	130,489 +1,085	+0.8%	+$29.9K	1.17%	39
2018 Q1	$3.57M	Buy	129,404 +2,321	+2%	+$66.8K	1.22%	36
2017 Q4	$3.55M	Sell	127,083 -3,281	-3%	-$88.3K	1.22%	38
2017 Q3	$3.37M	Buy	130,364 +78	+0.1%	+$1.95K	1.22%	37
2017 Q2	$3.21M	Buy	130,286 +2,631	+2%	+$62.4K	1.21%	37
2017 Q1	$3.03M	Buy	127,655 +4,664	+4%	+$112K	1.2%	37
2016 Q4	$2.86M	Buy	122,991 +23,338	+23%	+$501K	1.26%	37
2016 Q3	$1.92M	Sell	99,653 -12,540	-11%	-$259K	0.86%	54
2016 Q2	$2.25M	Buy	112,193 +1,571	+1%	+$31.8K	1.02%	46
2016 Q1	$2.19M	Buy	110,622 +3,369	+3%	+$64.2K	1.05%	43
2015 Q4	$2.24M	Buy	107,253 +1,356	+1%	+$28.6K	1.09%	40
2015 Q3	$2.11M	Buy	105,897 +10,848	+11%	+$230K	1.09%	42
2015 Q2	$2.03M	Sell	95,049 -2,698	-3%	-$58.2K	1%	47
2015 Q1	$2.07M	Sell	97,747 -3,184	-3%	-$67.4K	1.01%	49
2014 Q4	$2.19M	Buy	100,931 +8,374	+9%	+$175K	1.13%	43
2014 Q3	$1.88M	Sell	92,557 -73,417	-44%	-$1.48M	1.36%	37
2014 Q2	$3.31M	Sell	165,974 -10,305	-6%	-$201K	2.36%	8
2014 Q1	$3.46M	Buy	176,279 +2,546	+1%	+$48.6K	2.44%	8
2013 Q4	$3.33M	Buy	173,733 +3,530	+2%	+$64.9K	2.42%	9
2013 Q3	$2.97M	Buy	170,203 +2,056	+1%	+$36.5K	2.38%	10
2013 Q2	$2.87M	Buy	+168,147	New	+$2.82M	2.39%	10

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

Alley Company's XLF Position: Q4 2021 in Review

Alley Company increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.2% in Q4 2021, buying an estimated $4.79K and bringing the position to 5,694 shares worth $222K. The position accounts for 0.04% of the portfolio, ranked #83.

Alley Company first reported a position in XLF in Q2 2013 and has held it in 26 quarters since. The position peaked at $3.57M in Q1 2018. 1,508 funds tracked by Wall St. Rank hold XLF as of Q4 2021.

Alley Company held 5,694 shares of State Street Financial Select Sector SPDR ETF worth $222K as of Q4 2021.
Alley Company bought 122 State Street Financial Select Sector SPDR ETF shares in Q4 2021, an estimated $4.79K.
State Street Financial Select Sector SPDR ETF made up 0.04% of Alley Company's portfolio in Q4 2021, its #83 holding.
Alley Company first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 26 quarters since.
Alley Company's State Street Financial Select Sector SPDR ETF position peaked at $3.57M in Q1 2018.
1,508 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2021.

Based on Alley Company's 13F filing for Q4 2021, filed 25 Jan 2022.