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Consolidated Planning Corp’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Consolidated Planning Corp’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 		– Sell
-596
Closed -$22K – 469
2021
Q3 		$22K Buy
+596
New +$22.3K 0.01% 243

Other funds holding XLF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Consolidated Planning Corp's XLF Position: Q4 2021 in Review

Consolidated Planning Corp sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2021, closing a stake of 596 shares — an estimated $22K sold.

Consolidated Planning Corp first reported a position in XLF in Q3 2021 and held it in 1 quarter. The position peaked at $22K in Q3 2021. 1,508 funds tracked by Wall St. Rank hold XLF as of Q4 2021.

  • Consolidated Planning Corp reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 596 State Street Financial Select Sector SPDR ETF shares in Q4 2021, an estimated $22K.
  • Consolidated Planning Corp first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's State Street Financial Select Sector SPDR ETF position peaked at $22K 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 Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.