Investment House LLC’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Investment House LLC’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	–	Sell	-19,490	Closed	-$664K	–	210
2021 Q1	$664K	Buy	+19,490	New	+$626K	0.05%	130
2020 Q1	–	Sell	-16,545	Closed	-$509K	–	216
2019 Q4	$509K	Sell	16,545 -109,500	-87%	-$3.21M	0.05%	151
2019 Q3	$3.53M	Buy	+126,045	New	+$3.48M	0.36%	70
2017 Q4	–	Sell	-12,245	Closed	-$317K	–	201
2017 Q3	$317K	Sell	12,245 -12,265	-50%	-$306K	0.04%	159
2017 Q2	$605K	Buy	+24,510	New	+$582K	0.08%	131
2016 Q4	–	Sell	-31,630	Closed	-$610K	–	194
2016 Q3	$610K	Buy	+31,630	New	+$652K	0.09%	129

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

Investment House LLC's XLF Position: Q2 2021 in Review

Investment House LLC sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2021, closing a stake of 19,490 shares — an estimated $664K sold.

Investment House LLC first reported a position in XLF in Q3 2016 and held it in 6 quarters. The position peaked at $3.53M in Q3 2019. 1,319 funds tracked by Wall St. Rank hold XLF as of Q2 2021.

Investment House LLC reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
Investment House LLC sold 19,490 State Street Financial Select Sector SPDR ETF shares in Q2 2021, an estimated $664K.
Investment House LLC first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2016 and held it in 6 quarters.
Investment House LLC's State Street Financial Select Sector SPDR ETF position peaked at $3.53M in Q3 2019.
1,319 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2021.

Based on Investment House LLC's 13F filing for Q2 2021, filed 20 Jul 2021.