Deane Retirement Strategies’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Deane Retirement Strategies’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	-307,118	Closed	-$11.3M	–	61
2021 Q2	$11.3M	Buy	307,118 +3,424	+1%	+$125K	6.2%	3
2021 Q1	$10.5M	Buy	303,694 +9,768	+3%	+$314K	5.63%	4
2020 Q4	$8.66M	Buy	+293,926	New	+$7.86M	5.28%	3

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

Deane Retirement Strategies's XLF Position: Q3 2021 in Review

Deane Retirement Strategies sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2021, closing a stake of 307,118 shares — an estimated $11.3M sold.

Deane Retirement Strategies first reported a position in XLF in Q4 2020 and held it in 3 quarters. The position peaked at $11.3M in Q2 2021. 1,352 funds tracked by Wall St. Rank hold XLF as of Q3 2021.

Deane Retirement Strategies reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2021 after selling out during the quarter.
Deane Retirement Strategies sold 307,118 State Street Financial Select Sector SPDR ETF shares in Q3 2021, an estimated $11.3M.
Deane Retirement Strategies first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and held it in 3 quarters.
Deane Retirement Strategies's State Street Financial Select Sector SPDR ETF position peaked at $11.3M in Q2 2021.
1,352 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2021.

Based on Deane Retirement Strategies's 13F filing for Q3 2021, filed 5 Oct 2021.