Clear Perspective Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Clear Perspective 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 Q4	$441K	Sell	11,297 -473	-4%	-$18.6K	0.13%	108
2021 Q3	$442K	Buy	+11,770	New	+$440K	0.15%	100
2020 Q1	–	Sell	-9,479	Closed	-$292K	–	136
2019 Q4	$292K	Buy	9,479 +1,752	+23%	+$51.4K	0.18%	109
2019 Q3	$216K	Hold	7,727	–	–	0.1%	131
2019 Q2	$213K	Sell	7,727 -900	-10%	-$24.4K	0.14%	136
2019 Q1	$222K	Sell	8,627 -1,726	-17%	-$44.5K	0.16%	131
2018 Q4	$247K	Sell	10,353 -100	-1%	-$2.6K	0.21%	117
2018 Q3	$288K	Buy	10,453 +300	+3%	+$8.39K	0.21%	117
2018 Q2	$270K	Buy	10,153 +377	+4%	+$10.4K	0.19%	117
2018 Q1	$270K	Sell	9,776 -136	-1%	-$3.92K	0.2%	112
2017 Q4	$277K	Sell	9,912 -406	-4%	-$10.9K	0.21%	112
2017 Q3	$267K	Sell	10,318 -678	-6%	-$16.9K	0.22%	108
2017 Q2	$271K	Sell	10,996 -2,415	-18%	-$57.3K	0.23%	104
2017 Q1	$318K	Sell	13,411 -817	-6%	-$19.6K	0.21%	90
2016 Q4	$331K	Buy	+14,228	New	+$305K	0.22%	95

Other funds holding XLF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clear Perspective Advisors's XLF Position: Q4 2021 in Review

Clear Perspective Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 4% in Q4 2021, selling an estimated $18.6K and leaving 11,297 shares worth $441K. The position accounts for 0.13% of the portfolio, ranked #108.

Clear Perspective Advisors first reported a position in XLF in Q4 2016 and has held it in 15 quarters since. The position peaked at $442K in Q3 2021. 1,508 funds tracked by Wall St. Rank hold XLF as of Q4 2021.

Clear Perspective Advisors held 11,297 shares of State Street Financial Select Sector SPDR ETF worth $441K as of Q4 2021.
Clear Perspective Advisors sold 473 State Street Financial Select Sector SPDR ETF shares in Q4 2021, an estimated $18.6K.
State Street Financial Select Sector SPDR ETF made up 0.13% of Clear Perspective Advisors's portfolio in Q4 2021, its #108 holding.
Clear Perspective Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2016 and has held it in 15 quarters since.
Clear Perspective Advisors's State Street Financial Select Sector SPDR ETF position peaked at $442K in Q3 2021.
1,508 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.