MD Financial Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

MD Financial Management’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	$46.9M	Sell	1,201,122 -35,395	-3%	-$1.39M	1.13%	30
2021 Q3	$46.4M	Sell	1,236,517 -818,560	-40%	-$30.6M	1.18%	33
2021 Q2	$75.4M	Buy	+2,055,077	New	+$75.2M	2.16%	16

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

MD Financial Management's XLF Position: Q4 2021 in Review

MD Financial Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.9% in Q4 2021, selling an estimated $1.39M and leaving 1,201,122 shares worth $46.9M. The position accounts for 1.13% of the portfolio, ranked #30.

MD Financial Management first reported a position in XLF in Q2 2021 and has held it in 3 quarters since. The position peaked at $75.4M in Q2 2021. 1,508 funds tracked by Wall St. Rank hold XLF as of Q4 2021.

MD Financial Management held 1,201,122 shares of State Street Financial Select Sector SPDR ETF worth $46.9M as of Q4 2021.
MD Financial Management sold 35,395 State Street Financial Select Sector SPDR ETF shares in Q4 2021, an estimated $1.39M.
State Street Financial Select Sector SPDR ETF made up 1.13% of MD Financial Management's portfolio in Q4 2021, its #30 holding.
MD Financial Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2021 and has held it in 3 quarters since.
MD Financial Management's State Street Financial Select Sector SPDR ETF position peaked at $75.4M in Q2 2021.
1,508 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.