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Bel Air Investment Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bel Air Investment Advisors’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 		$22.9M Buy
623,683
+341,063
+121% +$12.5M 0.7% 35
2021
Q1 		$9.62M Buy
+282,620
New +$9.08M 0.3% 53

Other funds holding XLF

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Bel Air Investment Advisors's XLF Position: Q2 2021 in Review

Bel Air Investment Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 121% in Q2 2021, buying an estimated $12.5M and bringing the position to 623,683 shares worth $22.9M. The position accounts for 0.7% of the portfolio, ranked #35.

Bel Air Investment Advisors first reported a position in XLF in Q1 2021 and has held it in 2 quarters since. 1,319 funds tracked by Wall St. Rank hold XLF as of Q2 2021.

  • Bel Air Investment Advisors held 623,683 shares of State Street Financial Select Sector SPDR ETF worth $22.9M as of Q2 2021.
  • Bel Air Investment Advisors bought 341,063 State Street Financial Select Sector SPDR ETF shares in Q2 2021, an estimated $12.5M.
  • State Street Financial Select Sector SPDR ETF made up 0.7% of Bel Air Investment Advisors's portfolio in Q2 2021, its #35 holding.
  • Bel Air Investment Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and has held it in 2 quarters since.
  • 1,319 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.