Integer Wealth Advisors Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Integer Wealth Advisors Group’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	$2.51M	Buy	71,315 +3,078	+5%	+$98.9K	1.37%	22
2020 Q4	$2.08M	Buy	68,237 +10,079	+17%	+$270K	1.37%	22
2020 Q3	$1.4M	Sell	58,158 -1,237	-2%	-$30.1K	1.29%	21
2020 Q2	$1.35M	Buy	59,395 +215	+0.4%	+$4.88K	1.38%	21
2020 Q1	$1.32M	Sell	59,180 -7,468	-11%	-$206K	1.5%	21
2019 Q4	$2.03M	Buy	+66,648	New	+$1.96M	2.01%	17

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

Integer Wealth Advisors Group's XLF Position: Q1 2021 in Review

Integer Wealth Advisors Group increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 4.5% in Q1 2021, buying an estimated $98.9K and bringing the position to 71,315 shares worth $2.51M. The position accounts for 1.37% of the portfolio, ranked #22.

Integer Wealth Advisors Group first reported a position in XLF in Q4 2019 and has held it in 6 quarters since. 1,263 funds tracked by Wall St. Rank hold XLF as of Q1 2021.

Integer Wealth Advisors Group held 71,315 shares of State Street Financial Select Sector SPDR ETF worth $2.51M as of Q1 2021.
Integer Wealth Advisors Group bought 3,078 State Street Financial Select Sector SPDR ETF shares in Q1 2021, an estimated $98.9K.
State Street Financial Select Sector SPDR ETF made up 1.37% of Integer Wealth Advisors Group's portfolio in Q1 2021, its #22 holding.
Integer Wealth Advisors Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 6 quarters since.
1,263 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2021.

Based on Integer Wealth Advisors Group's 13F filing for Q1 2021, filed 12 Apr 2021.