Kathryn A. Hall’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Kathryn A. Hall’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 Q4	–	Sell	-12,214	Closed	-$458K	–	55
2021 Q3	$458K	Hold	12,214	–	–	0.14%	46
2021 Q2	$448K	Hold	12,214	–	–	0.14%	48
2021 Q1	$416K	Hold	12,214	–	–	0.14%	48
2020 Q4	$360K	Sell	12,214 -1,531	-11%	-$41K	0.13%	50
2020 Q3	$331K	Buy	+13,745	New	+$334K	0.16%	43

Other funds holding XLF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kathryn A. Hall's XLF Position: Q4 2021 in Review

Kathryn A. Hall sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2021, closing a stake of 12,214 shares — an estimated $458K sold.

Kathryn A. Hall first reported a position in XLF in Q3 2020 and held it in 5 quarters. The position peaked at $458K in Q3 2021. 1,508 funds tracked by Wall St. Rank hold XLF as of Q4 2021.

Kathryn A. Hall reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
Kathryn A. Hall sold 12,214 State Street Financial Select Sector SPDR ETF shares in Q4 2021, an estimated $458K.
Kathryn A. Hall first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2020 and held it in 5 quarters.
Kathryn A. Hall's State Street Financial Select Sector SPDR ETF position peaked at $458K in Q3 2021.
1,508 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2021.

Based on Kathryn A. Hall's 13F filing for Q4 2021, filed 15 Feb 2022.