Cascadia Advisory Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$3.08M Buy
82,096
+4,236
+5% +$158K 0.62% 42
2021
Q2
$2.86M Sell
77,860
-2,928
-4% -$107K 0.62% 45
2021
Q1
$2.75M Buy
+80,788
New +$2.59M 0.61% 44
2019
Q4
$2.17M Buy
+70,591
New +$2.07M 0.62% 43

Other funds holding XLF

Cascadia Advisory Services's XLF Position: Q3 2021 in Review

Cascadia Advisory Services increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 5.4% in Q3 2021, buying an estimated $158K and bringing the position to 82,096 shares worth $3.08M. The position accounts for 0.62% of the portfolio, ranked #42.

Cascadia Advisory Services first reported a position in XLF in Q4 2019 and has held it in 4 quarters since. 1,352 funds tracked by Wall St. Rank hold XLF as of Q3 2021.

  • Cascadia Advisory Services held 82,096 shares of State Street Financial Select Sector SPDR ETF worth $3.08M as of Q3 2021.
  • Cascadia Advisory Services bought 4,236 State Street Financial Select Sector SPDR ETF shares in Q3 2021, an estimated $158K.
  • State Street Financial Select Sector SPDR ETF made up 0.62% of Cascadia Advisory Services's portfolio in Q3 2021, its #42 holding.
  • Cascadia Advisory Services first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 4 quarters since.
  • 1,352 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.