Homrich & Berg’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
Other funds holding XLF
WA
Homrich & Berg's XLF Position: Q3 2021 in Review
Homrich & Berg increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 10% in Q3 2021, buying an estimated $27.4K and bringing the position to 7,973 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #369.
Homrich & Berg first reported a position in XLF in Q2 2015 and has held it in 15 quarters since. The position peaked at $832K in Q4 2019. 1,352 funds tracked by Wall St. Rank hold XLF as of Q3 2021.
- Homrich & Berg held 7,973 shares of State Street Financial Select Sector SPDR ETF worth $299K as of Q3 2021.
- Homrich & Berg bought 733 State Street Financial Select Sector SPDR ETF shares in Q3 2021, an estimated $27.4K.
- State Street Financial Select Sector SPDR ETF made up 0.01% of Homrich & Berg's portfolio in Q3 2021, its #369 holding.
- Homrich & Berg first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2015 and has held it in 15 quarters since.
- Homrich & Berg's State Street Financial Select Sector SPDR ETF position peaked at $832K in Q4 2019.
- 1,352 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2021.
Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.