Legacy Financial Strategies’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Legacy Financial Strategies’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	-7,075	Closed	-$266K	–	66
2021 Q3	$266K	Hold	7,075	–	–	0.13%	58
2021 Q2	$260K	Sell	7,075 -80	-1%	-$2.93K	0.12%	56
2021 Q1	$244K	Hold	7,155	–	–	0.13%	58
2020 Q4	$211K	Buy	+7,155	New	+$191K	0.11%	64
2020 Q1	–	Sell	-18,055	Closed	-$556K	–	64
2019 Q4	$556K	Buy	18,055 +573	+3%	+$16.8K	0.45%	44
2019 Q3	$503K	Sell	17,482 -25,919	-60%	-$715K	0.45%	44
2019 Q2	$1.22M	Buy	43,401 +1,165	+3%	+$31.6K	1.14%	9
2019 Q1	$1.09M	Sell	42,236 -31,799	-43%	-$821K	0.93%	11
2018 Q4	$1.76M	Sell	74,035 -24,224	-25%	-$629K	1.75%	11
2018 Q3	$2.63M	Buy	98,259 +22,063	+29%	+$617K	2.67%	8
2018 Q2	$2.03M	Buy	76,196 +1,464	+2%	+$40.4K	1.81%	9
2018 Q1	$2.06M	Sell	74,732 -12,462	-14%	-$359K	2.01%	10
2017 Q4	$2.43M	Buy	+87,194	New	+$2.35M	2.59%	10

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Legacy Financial Strategies's XLF Position: Q4 2021 in Review

Legacy Financial Strategies sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2021, closing a stake of 7,075 shares — an estimated $266K sold.

Legacy Financial Strategies first reported a position in XLF in Q4 2017 and held it in 13 quarters. The position peaked at $2.63M in Q3 2018. 1,508 funds tracked by Wall St. Rank hold XLF as of Q4 2021.

Legacy Financial Strategies reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
Legacy Financial Strategies sold 7,075 State Street Financial Select Sector SPDR ETF shares in Q4 2021, an estimated $266K.
Legacy Financial Strategies first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and held it in 13 quarters.
Legacy Financial Strategies's State Street Financial Select Sector SPDR ETF position peaked at $2.63M in Q3 2018.
1,508 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2021.

Based on Legacy Financial Strategies's 13F filing for Q4 2021, filed 31 Jan 2022.