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

Ameritas Investment 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 Q3	$3.09M	Buy	82,322 +24,743	+43%	+$926K	0.14%	124
2021 Q2	$2.48M	Buy	57,579 +13,229	+30%	+$484K	0.12%	147
2021 Q1	$1.51M	Sell	44,350 -8,952	-17%	-$288K	0.13%	160
2020 Q4	$1.57M	Buy	53,302 +9,346	+21%	+$250K	0.3%	74
2020 Q3	$1.02M	Hold	43,956	–	–	0.32%	85
2020 Q2	$1.02M	Buy	43,956 +85	+0.2%	+$1.93K	0.29%	89
2020 Q1	$889K	Buy	43,871 +3,552	+9%	+$97.8K	0.14%	127
2019 Q4	$1.24M	Buy	40,319 +353	+0.9%	+$10.4K	0.26%	79
2019 Q3	$1.12M	Buy	39,966 +15,081	+61%	+$416K	0.22%	91
2019 Q2	$687K	Sell	24,885 -11,840	-32%	-$321K	0.33%	75
2019 Q1	$944K	Sell	36,725 -36,976	-50%	-$954K	0.17%	112
2018 Q4	$1.76M	Buy	+73,701	New	+$1.91M	0.38%	60

Other funds holding XLF

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Ameritas Investment Company's XLF Position: Q3 2021 in Review

Ameritas Investment Company increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 43% in Q3 2021, buying an estimated $926K and bringing the position to 82,322 shares worth $3.09M. The position accounts for 0.14% of the portfolio, ranked #124.

Ameritas Investment Company first reported a position in XLF in Q4 2018 and has held it in 12 quarters since. 1,352 funds tracked by Wall St. Rank hold XLF as of Q3 2021.

Ameritas Investment Company held 82,322 shares of State Street Financial Select Sector SPDR ETF worth $3.09M as of Q3 2021.
Ameritas Investment Company bought 24,743 State Street Financial Select Sector SPDR ETF shares in Q3 2021, an estimated $926K.
State Street Financial Select Sector SPDR ETF made up 0.14% of Ameritas Investment Company's portfolio in Q3 2021, its #124 holding.
Ameritas Investment Company first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 12 quarters since.
1,352 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.