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

Elm 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 Q1	–	Sell	-2,195	Closed	-$65K	–	261
2020 Q4	$65K	Buy	+2,195	New	+$58.7K	0.04%	148
2018 Q4	–	Sell	-2,995	Closed	-$83K	–	276
2018 Q3	$83K	Buy	+2,995	New	+$83.8K	0.06%	131

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RCMU

Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Elm Advisors's XLF Position: Q1 2021 in Review

Elm Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2021, closing a stake of 2,195 shares — an estimated $65K sold.

Elm Advisors first reported a position in XLF in Q3 2018 and held it in 2 quarters. The position peaked at $83K in Q3 2018. 1,262 funds tracked by Wall St. Rank hold XLF as of Q1 2021.

Elm Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 2,195 State Street Financial Select Sector SPDR ETF shares in Q1 2021, an estimated $65K.
Elm Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2018 and held it in 2 quarters.
Elm Advisors's State Street Financial Select Sector SPDR ETF position peaked at $83K in Q3 2018.
1,262 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.