HM Capital Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

HM Capital 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
2022 Q3	$2.17M	Sell	71,554 -763	-1%	-$25.2K	1.3%	17
2022 Q2	$2.27M	Sell	72,317 -39,031	-35%	-$1.35M	1.27%	17
2022 Q1	$4.27M	Buy	111,348 +7,360	+7%	+$288K	1.55%	10
2021 Q4	$4.06M	Buy	103,988 +409	+0.4%	+$16.1K	1.55%	12
2021 Q3	$3.89M	Sell	103,579 -3,443	-3%	-$129K	1.69%	9
2021 Q2	$3.93M	Buy	107,022 +2,547	+2%	+$93.2K	1.72%	10
2021 Q1	$3.56M	Buy	104,475 +3,325	+3%	+$107K	1.65%	11
2020 Q4	$2.98M	Buy	101,150 +61,357	+154%	+$1.64M	1.51%	11
2020 Q3	$958K	Buy	+39,793	New	+$968K	0.58%	18

Other funds holding XLF

Bank of America

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

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

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

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Canada Pension Plan Investment Board

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return