Danda Trouve Investment Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Danda Trouve Investment Management’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 Q3	–	Sell	-575	Closed	-$21K	–	193
2021 Q2	$21K	Buy	+575	New	+$21K	0.02%	91
2020 Q3	–	Sell	-1,234	Closed	-$29K	–	182
2020 Q2	$29K	Sell	1,234 -65,379	-98%	-$1.48M	0.04%	68
2020 Q1	$1.39M	Buy	66,613 +2,126	+3%	+$58.5K	2.88%	13
2019 Q4	$1.99M	Buy	+64,487	New	+$1.89M	2.86%	14

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

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

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

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

Danda Trouve Investment Management's XLF Position: Q3 2021 in Review

Danda Trouve Investment Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2021, closing a stake of 575 shares — an estimated $21K sold.

Danda Trouve Investment Management first reported a position in XLF in Q4 2019 and held it in 4 quarters. The position peaked at $1.99M in Q4 2019. 1,352 funds tracked by Wall St. Rank hold XLF as of Q3 2021.

Danda Trouve Investment Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2021 after selling out during the quarter.
Danda Trouve Investment Management sold 575 State Street Financial Select Sector SPDR ETF shares in Q3 2021, an estimated $21K.
Danda Trouve Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and held it in 4 quarters.
Danda Trouve Investment Management's State Street Financial Select Sector SPDR ETF position peaked at $1.99M in Q4 2019.
1,352 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2021.

Based on Danda Trouve Investment Management's 13F filing for Q3 2021, filed 1 Nov 2021.