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

Greenhouse 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
Q1 		– Sell
-3,275
Closed -$97K – 130
2020
Q4 		$97K Buy
+3,275
New +$87.6K 0.1% 82

Other funds holding XLF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
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
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Greenhouse Wealth Management's XLF Position: Q1 2021 in Review

Greenhouse Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2021, closing a stake of 3,275 shares — an estimated $97K sold.

Greenhouse Wealth Management first reported a position in XLF in Q4 2020 and held it in 1 quarter. The position peaked at $97K in Q4 2020. 1,262 funds tracked by Wall St. Rank hold XLF as of Q1 2021.

  • Greenhouse Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2021 after selling out during the quarter.
  • Greenhouse Wealth Management sold 3,275 State Street Financial Select Sector SPDR ETF shares in Q1 2021, an estimated $97K.
  • Greenhouse Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and held it in 1 quarter.
  • Greenhouse Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $97K in Q4 2020.
  • 1,262 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2021.

Based on Greenhouse Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.