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H.L. Ormond & Company’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

H.L. Ormond & Company’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
2022
Q2 		– Sell
-6,612
Closed -$253K – 106
2022
Q1 		$253K Sell
6,612
-48
-0.7% -$1.88K 0.31% 89
2021
Q4 		$272K Buy
+6,660
New +$262K 0.32% 90

Other funds holding XLF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

H.L. Ormond & Company's XLF Position: Q2 2022 in Review

H.L. Ormond & Company sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2022, closing a stake of 6,612 shares — an estimated $253K sold.

H.L. Ormond & Company first reported a position in XLF in Q4 2021 and held it in 2 quarters. The position peaked at $272K in Q4 2021. 1,373 funds tracked by Wall St. Rank hold XLF as of Q2 2022.

  • H.L. Ormond & Company reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
  • H.L. Ormond & Company sold 6,612 State Street Financial Select Sector SPDR ETF shares in Q2 2022, an estimated $253K.
  • H.L. Ormond & Company first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and held it in 2 quarters.
  • H.L. Ormond & Company's State Street Financial Select Sector SPDR ETF position peaked at $272K in Q4 2021.
  • 1,373 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2022.

Based on H.L. Ormond & Company's 13F filing for Q2 2022, filed 12 Aug 2022.