Asset Planning Services Inc’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Asset Planning Services Inc’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 Q2	–	Sell	-14,000	Closed	-$477K	–	41
2021 Q1	$477K	Buy	14,000 +6,450	+85%	+$207K	0.29%	37
2020 Q4	$223K	Buy	+7,550	New	+$202K	0.14%	40

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Asset Planning Services Inc's XLF Position: Q2 2021 in Review

Asset Planning Services Inc sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2021, closing a stake of 14,000 shares — an estimated $477K sold.

Asset Planning Services Inc first reported a position in XLF in Q4 2020 and held it in 2 quarters. The position peaked at $477K in Q1 2021. 1,319 funds tracked by Wall St. Rank hold XLF as of Q2 2021.

Asset Planning Services Inc reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
Asset Planning Services Inc sold 14,000 State Street Financial Select Sector SPDR ETF shares in Q2 2021, an estimated $477K.
Asset Planning Services Inc first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and held it in 2 quarters.
Asset Planning Services Inc's State Street Financial Select Sector SPDR ETF position peaked at $477K in Q1 2021.
1,319 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2021.

Based on Asset Planning Services Inc's 13F filing for Q2 2021, filed 19 Jul 2021.