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

Harvest Group 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	-25	Closed	-$1K	–	731
2020 Q4	$1K	Sell	25 -1,294	-98%	-$34.6K	﹤0.01%	587
2020 Q3	$32K	Buy	1,319 +758	+135%	+$18.4K	0.02%	120
2020 Q2	$13K	Buy	561 +28	+5%	+$636	0.01%	196
2020 Q1	$11K	Buy	533 +4	+0.8%	+$110	0.01%	199
2019 Q4	$16K	Buy	529 +2	+0.4%	+$59	0.01%	182
2019 Q3	$15K	Buy	+527	New	+$14.5K	0.02%	197

Other funds holding XLF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Harvest Group Wealth Management's XLF Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2021, closing a stake of 25 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in XLF in Q3 2019 and held it in 6 quarters. The position peaked at $32K in Q3 2020. 1,262 funds tracked by Wall St. Rank hold XLF as of Q1 2021.

Harvest Group Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 25 State Street Financial Select Sector SPDR ETF shares in Q1 2021, an estimated $1K.
Harvest Group Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2019 and held it in 6 quarters.
Harvest Group Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $32K in Q3 2020.
1,262 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2021.

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