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Hochman Cole Investment Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Hochman Cole Investment 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 		$818K Sell
21,795
-1,766
-7% -$66.1K 0.32% 60
2021
Q2 		$864K Sell
23,561
-1,386
-6% -$50.7K 0.35% 54
2021
Q1 		$849K Sell
24,947
-534
-2% -$17.2K 0.36% 51
2020
Q4 		$751K Buy
25,481
+630
+3% +$16.9K 0.32% 54
2020
Q3 		$598K Sell
24,851
-118,584
-83% -$2.88M 0.29% 58
2020
Q2 		$3.32M Sell
143,435
-7,556
-5% -$172K 1.83% 18
2020
Q1 		$3.14M Buy
150,991
+5,616
+4% +$155K 2.16% 13
2019
Q4 		$4.47M Sell
145,375
-1,250
-0.9% -$36.7K 2.44% 10
2019
Q3 		$4.11M Sell
146,625
-10,316
-7% -$285K 2.56% 10
2019
Q2 		$4.33M Sell
156,941
-5,979
-4% -$162K 2.58% 10
2019
Q1 		$4.19M Sell
162,920
-2,922
-2% -$75.4K 2.5% 10
2018
Q4 		$3.95M Sell
165,842
-4,610
-3% -$120K 2.72% 8
2018
Q3 		$4.7M Buy
170,452
+699
+0.4% +$19.6K 2.93% 7
2018
Q2 		$4.51M Buy
169,753
+1,897
+1% +$52.3K 2.97% 7
2018
Q1 		$4.63M Buy
167,856
+641
+0.4% +$18.5K 3.23% 7
2017
Q4 		$4.67M Buy
167,215
+5,581
+3% +$150K 2.94% 7
2017
Q3 		$4.18M Sell
161,634
-13,624
-8% -$340K 2.74% 9
2017
Q2 		$4.32M Buy
175,258
+13,626
+8% +$323K 2.99% 8
2017
Q1 		$3.84M Buy
161,632
+31,517
+24% +$755K 2.79% 10
2016
Q4 		$3.02M Sell
130,115
-1,672
-1% -$35.9K 2.19% 15
2016
Q3 		$2.54M Sell
131,787
-8,417
-6% -$174K 1.9% 17
2016
Q2 		$2.81M Sell
140,204
-2,154
-2% -$43.6K 2.3% 15
2016
Q1 		$2.81M Buy
142,358
+2,315
+2% +$44.1K 2.4% 14
2015
Q4 		$2.93M Buy
+140,043
New +$2.95M 2.49% 14

Other funds holding XLF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Hochman Cole Investment Advisors's XLF Position: Q3 2021 in Review

Hochman Cole Investment Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 7.5% in Q3 2021, selling an estimated $66.1K and leaving 21,795 shares worth $818K. The position accounts for 0.32% of the portfolio, ranked #60.

Hochman Cole Investment Advisors first reported a position in XLF in Q4 2015 and has held it in 24 quarters since. The position peaked at $4.7M in Q3 2018. 1,352 funds tracked by Wall St. Rank hold XLF as of Q3 2021.

  • Hochman Cole Investment Advisors held 21,795 shares of State Street Financial Select Sector SPDR ETF worth $818K as of Q3 2021.
  • Hochman Cole Investment Advisors sold 1,766 State Street Financial Select Sector SPDR ETF shares in Q3 2021, an estimated $66.1K.
  • State Street Financial Select Sector SPDR ETF made up 0.32% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #60 holding.
  • Hochman Cole Investment Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2015 and has held it in 24 quarters since.
  • Hochman Cole Investment Advisors's State Street Financial Select Sector SPDR ETF position peaked at $4.7M in Q3 2018.
  • 1,352 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.