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

Hoover Financial 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 Q2	$273K	Buy	7,442 +1,000	+16%	+$36.6K	0.05%	107
2021 Q1	$239K	Buy	6,442 +4,402	+216%	+$141K	0.04%	108
2020 Q4	$64K	Buy	+2,040	New	+$54.6K	0.02%	219
2020 Q3	–	Sell	-1,711	Closed	-$40K	–	486
2020 Q2	$40K	Buy	+1,711	New	+$38.9K	0.02%	208

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Hoover Financial Advisors's XLF Position: Q2 2021 in Review

Hoover Financial Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 16% in Q2 2021, buying an estimated $36.6K and bringing the position to 7,442 shares worth $273K. The position accounts for 0.05% of the portfolio, ranked #107.

Hoover Financial Advisors first reported a position in XLF in Q2 2020 and has held it in 4 quarters since. 1,319 funds tracked by Wall St. Rank hold XLF as of Q2 2021.

Hoover Financial Advisors held 7,442 shares of State Street Financial Select Sector SPDR ETF worth $273K as of Q2 2021.
Hoover Financial Advisors bought 1,000 State Street Financial Select Sector SPDR ETF shares in Q2 2021, an estimated $36.6K.
State Street Financial Select Sector SPDR ETF made up 0.05% of Hoover Financial Advisors's portfolio in Q2 2021, its #107 holding.
Hoover Financial Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2020 and has held it in 4 quarters since.
1,319 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.