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

Harborview 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 Q3	$705K	Buy	18,775 +365	+2%	+$13.7K	0.39%	52
2021 Q2	$675K	Buy	18,410 +1,550	+9%	+$56.7K	0.38%	54
2021 Q1	$574K	Buy	16,860 +2,700	+19%	+$86.7K	0.35%	59
2020 Q4	$417K	Hold	14,160	–	–	0.28%	65
2020 Q3	$341K	Hold	14,160	–	–	0.26%	67
2020 Q2	$328K	Hold	14,160	–	–	0.27%	64
2020 Q1	$295K	Hold	14,160	–	–	0.29%	61
2019 Q4	$436K	Hold	14,160	–	–	0.33%	44
2019 Q3	$396K	Hold	14,160	–	–	0.32%	47
2019 Q2	$391K	Hold	14,160	–	–	0.32%	47
2019 Q1	$364K	Buy	14,160 +1,000	+8%	+$25.8K	0.32%	47
2018 Q4	$313K	Sell	13,160 -8,702	-40%	-$226K	0.37%	34
2018 Q3	$603K	Hold	21,862	–	–	0.61%	29
2018 Q2	$581K	Buy	21,862 +720	+3%	+$19.9K	0.54%	38
2018 Q1	$583K	Buy	21,142 +4,466	+27%	+$129K	0.55%	36
2017 Q4	$465K	Buy	+16,676	New	+$449K	0.44%	39

Other funds holding XLF

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

Harborview Advisors's XLF Position: Q3 2021 in Review

Harborview Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 2% in Q3 2021, buying an estimated $13.7K and bringing the position to 18,775 shares worth $705K. The position accounts for 0.39% of the portfolio, ranked #52.

Harborview Advisors first reported a position in XLF in Q4 2017 and has held it in 16 quarters since. 1,352 funds tracked by Wall St. Rank hold XLF as of Q3 2021.

Harborview Advisors held 18,775 shares of State Street Financial Select Sector SPDR ETF worth $705K as of Q3 2021.
Harborview Advisors bought 365 State Street Financial Select Sector SPDR ETF shares in Q3 2021, an estimated $13.7K.
State Street Financial Select Sector SPDR ETF made up 0.39% of Harborview Advisors's portfolio in Q3 2021, its #52 holding.
Harborview Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and has held it in 16 quarters since.
1,352 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.