Fusion Family Wealth’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Fusion Family Wealth’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 Q2	–	Sell	-750	Closed	-$26K	–	103
2021 Q1	$26K	Sell	750 -250	-25%	-$8.03K	﹤0.01%	67
2020 Q4	$29K	Sell	1,000 -200	-17%	-$5.35K	0.01%	62
2020 Q3	$29K	Buy	1,200 +200	+20%	+$4.86K	0.01%	61
2020 Q2	$23K	Hold	1,000	–	–	0.01%	68
2020 Q1	$21K	Hold	1,000	–	–	0.01%	77
2019 Q4	$31K	Hold	1,000	–	–	0.01%	76
2019 Q3	$28K	Hold	1,000	–	–	0.01%	79
2019 Q2	$28K	Hold	1,000	–	–	0.01%	93
2019 Q1	$26K	Sell	1,000 -890	-47%	-$23K	0.01%	84
2018 Q4	$45K	Hold	1,890	–	–	0.01%	117
2018 Q3	$52K	Hold	1,890	–	–	0.01%	112
2018 Q2	$50K	Hold	1,890	–	–	0.01%	129
2018 Q1	$52K	Sell	1,890 -760	-29%	-$21.9K	0.02%	111
2017 Q4	$74K	Buy	2,650 +225	+9%	+$6.05K	0.02%	110
2017 Q3	$63K	Sell	2,425 -225	-8%	-$5.61K	0.02%	78
2017 Q2	$65K	Buy	2,650 +350	+15%	+$8.31K	0.02%	112
2017 Q1	$55K	Buy	+2,300	New	+$55.1K	0.02%	117

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Fusion Family Wealth's XLF Position: Q2 2021 in Review

Fusion Family Wealth sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2021, closing a stake of 750 shares — an estimated $26K sold.

Fusion Family Wealth first reported a position in XLF in Q1 2017 and held it in 17 quarters. The position peaked at $74K in Q4 2017. 1,319 funds tracked by Wall St. Rank hold XLF as of Q2 2021.

Fusion Family Wealth reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
Fusion Family Wealth sold 750 State Street Financial Select Sector SPDR ETF shares in Q2 2021, an estimated $26K.
Fusion Family Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2017 and held it in 17 quarters.
Fusion Family Wealth's State Street Financial Select Sector SPDR ETF position peaked at $74K in Q4 2017.
1,319 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2021.

Based on Fusion Family Wealth's 13F filing for Q2 2021, filed 30 Jul 2021.