Level Four Financial’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Level Four Financial’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	$969K	Sell	25,830 -9,391	-27%	-$351K	0.42%	62
2021 Q2	$1.29M	Buy	35,221 +11,493	+48%	+$420K	0.54%	43
2021 Q1	$808K	Sell	23,728 -7,880	-25%	-$253K	0.37%	78
2020 Q4	$932K	Buy	+31,608	New	+$846K	0.4%	69

Other funds holding XLF

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Level Four Financial's XLF Position: Q3 2021 in Review

Level Four Financial reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 27% in Q3 2021, selling an estimated $351K and leaving 25,830 shares worth $969K. The position accounts for 0.42% of the portfolio, ranked #62.

Level Four Financial first reported a position in XLF in Q4 2020 and has held it in 4 quarters since. The position peaked at $1.29M in Q2 2021. 1,352 funds tracked by Wall St. Rank hold XLF as of Q3 2021.

Level Four Financial held 25,830 shares of State Street Financial Select Sector SPDR ETF worth $969K as of Q3 2021.
Level Four Financial sold 9,391 State Street Financial Select Sector SPDR ETF shares in Q3 2021, an estimated $351K.
State Street Financial Select Sector SPDR ETF made up 0.42% of Level Four Financial's portfolio in Q3 2021, its #62 holding.
Level Four Financial first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 4 quarters since.
Level Four Financial's State Street Financial Select Sector SPDR ETF position peaked at $1.29M 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 Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.