Landsberg Bennett & Dubbaneh’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Landsberg Bennett & Dubbaneh’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 Q3	$1.55M	Sell	40,619 -17,134	-30%	-$641K	0.2%	110
2021 Q2	$2.11M	Buy	+57,753	New	+$2.11M	0.27%	95
2020 Q2	–	Sell	-20,313	Closed	-$407K	–	190
2020 Q1	$407K	Sell	20,313 -9,926	-33%	-$273K	0.11%	120
2019 Q4	$928K	Sell	30,239 -30,240	-50%	-$888K	0.22%	112
2019 Q3	$1.7M	Sell	60,479 -1,369	-2%	-$37.8K	0.46%	76
2019 Q2	$1.73M	Sell	61,848 -4,202	-6%	-$114K	0.45%	80
2019 Q1	$1.74M	Buy	66,050 +17,764	+37%	+$458K	0.41%	90
2018 Q4	$1.15M	Buy	+48,286	New	+$1.25M	0.44%	86

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return

Landsberg Bennett & Dubbaneh's XLF Position: Q3 2021 in Review

Landsberg Bennett & Dubbaneh reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 30% in Q3 2021, selling an estimated $641K and leaving 40,619 shares worth $1.55M. The position accounts for 0.2% of the portfolio, ranked #110.

Landsberg Bennett & Dubbaneh first reported a position in XLF in Q4 2018 and has held it in 8 quarters since. The position peaked at $2.11M in Q2 2021. 1,352 funds tracked by Wall St. Rank hold XLF as of Q3 2021.

Landsberg Bennett & Dubbaneh held 40,619 shares of State Street Financial Select Sector SPDR ETF worth $1.55M as of Q3 2021.
Landsberg Bennett & Dubbaneh sold 17,134 State Street Financial Select Sector SPDR ETF shares in Q3 2021, an estimated $641K.
State Street Financial Select Sector SPDR ETF made up 0.2% of Landsberg Bennett & Dubbaneh's portfolio in Q3 2021, its #110 holding.
Landsberg Bennett & Dubbaneh first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 8 quarters since.
Landsberg Bennett & Dubbaneh's State Street Financial Select Sector SPDR ETF position peaked at $2.11M in Q2 2021.
1,352 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2021.

Based on Landsberg Bennett & Dubbaneh's 13F filing for Q3 2021, filed 29 Oct 2021.