Filbrandt Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Filbrandt Wealth 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	$70K	Sell	1,864 -172	-8%	-$6.43K	0.04%	71
2021 Q2	$75K	Buy	2,036 +6	+0.3%	+$219	0.04%	70
2021 Q1	$69K	Buy	2,030 +830	+69%	+$26.7K	0.04%	72
2020 Q4	$35K	Hold	1,200	–	–	0.02%	105
2020 Q3	$29K	Hold	1,200	–	–	0.02%	103
2020 Q2	$28K	Hold	1,200	–	–	0.02%	172
2020 Q1	$25K	Sell	1,200 -89	-7%	-$2.45K	0.03%	97
2019 Q4	$39K	Buy	+1,289	New	+$37.8K	0.03%	96

Other funds holding XLF

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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

Filbrandt Wealth Management's XLF Position: Q3 2021 in Review

Filbrandt Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 8.4% in Q3 2021, selling an estimated $6.43K and leaving 1,864 shares worth $70K. The position accounts for 0.04% of the portfolio, ranked #71.

Filbrandt Wealth Management first reported a position in XLF in Q4 2019 and has held it in 8 quarters since. The position peaked at $75K in Q2 2021. 1,352 funds tracked by Wall St. Rank hold XLF as of Q3 2021.

Filbrandt Wealth Management held 1,864 shares of State Street Financial Select Sector SPDR ETF worth $70K as of Q3 2021.
Filbrandt Wealth Management sold 172 State Street Financial Select Sector SPDR ETF shares in Q3 2021, an estimated $6.43K.
State Street Financial Select Sector SPDR ETF made up 0.04% of Filbrandt Wealth Management's portfolio in Q3 2021, its #71 holding.
Filbrandt Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 8 quarters since.
Filbrandt Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $75K 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 Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.