Appleton Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Appleton Group’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	–	Sell	-9,761	Closed	-$358K	–	54
2021 Q2	$358K	Sell	9,761 -151	-2%	-$5.52K	0.27%	38
2021 Q1	$338K	Hold	9,912	–	–	0.44%	32
2020 Q4	$292K	Buy	+9,912	New	+$265K	0.28%	20
2020 Q3	–	Sell	-13,755	Closed	-$318K	–	35
2020 Q2	$318K	Buy	+13,755	New	+$312K	0.38%	25
2020 Q1	–	Sell	-13,648	Closed	-$420K	–	30
2019 Q4	$420K	Sell	13,648 -3,717	-21%	-$109K	0.53%	22
2019 Q3	$486K	Sell	17,365 -161	-0.9%	-$4.44K	0.56%	21
2019 Q2	$484K	Sell	17,526 -1,407	-7%	-$38.1K	0.54%	21
2019 Q1	$487K	Buy	+18,933	New	+$489K	0.47%	24
2018 Q4	–	Sell	-24,642	Closed	-$680K	–	27
2018 Q3	$680K	Buy	+24,642	New	+$689K	0.72%	21
2018 Q2	–	Sell	-24,732	Closed	-$682K	–	34
2018 Q1	$682K	Buy	24,732 +750	+3%	+$21.6K	0.78%	18
2017 Q4	$669K	Sell	23,982 -324	-1%	-$8.72K	0.66%	22
2017 Q3	$629K	Buy	24,306 +1,232	+5%	+$30.7K	0.68%	21
2017 Q2	$569K	Buy	23,074 +5,096	+28%	+$121K	0.64%	22
2017 Q1	$427K	Buy	17,978 +7,919	+79%	+$190K	0.49%	24
2016 Q4	$234K	Buy	+10,059	New	+$216K	0.31%	27
2014 Q4	–	Sell	-10,252	Closed	-$209K	–	27
2014 Q3	$209K	Sell	10,252 -1,023	-9%	-$20.7K	0.26%	23
2014 Q2	$225K	Buy	11,275 +116	+1%	+$2.26K	0.25%	22
2014 Q1	$219K	Buy	+11,159	New	+$213K	0.27%	22

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

Appleton Group's XLF Position: Q3 2021 in Review

Appleton Group sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2021, closing a stake of 9,761 shares — an estimated $358K sold.

Appleton Group first reported a position in XLF in Q1 2014 and held it in 18 quarters. The position peaked at $682K in Q1 2018. 1,352 funds tracked by Wall St. Rank hold XLF as of Q3 2021.

Appleton Group reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2021 after selling out during the quarter.
Appleton Group sold 9,761 State Street Financial Select Sector SPDR ETF shares in Q3 2021, an estimated $358K.
Appleton Group first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2014 and held it in 18 quarters.
Appleton Group's State Street Financial Select Sector SPDR ETF position peaked at $682K in Q1 2018.
1,352 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2021.

Based on Appleton Group's 13F filing for Q3 2021, filed 15 Nov 2021.