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

Mid Atlantic 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 Q3	$1.09M	Buy	28,961 +2,009	+7%	+$75.2K	0.07%	233
2021 Q2	$989K	Buy	26,952 +58	+0.2%	+$2.12K	0.07%	255
2021 Q1	$916K	Buy	26,894 +554	+2%	+$17.8K	0.07%	260
2020 Q4	$777K	Buy	26,340 +1,885	+8%	+$50.4K	0.06%	289
2020 Q3	$661K	Buy	24,455 +3,278	+15%	+$79.7K	0.06%	300
2020 Q2	$490K	Sell	21,177 -2,566	-11%	-$58.3K	0.05%	340
2020 Q1	$494K	Sell	23,743 -11,733	-33%	-$323K	0.06%	301
2019 Q4	$1.09M	Sell	35,476 -1,659	-4%	-$48.7K	0.1%	195
2019 Q3	$1.04M	Buy	37,135 +6,077	+20%	+$168K	0.11%	183
2019 Q2	$857K	Buy	31,058 +196	+0.6%	+$5.31K	0.09%	242
2019 Q1	$793K	Sell	30,862 -1,680	-5%	-$43.4K	0.09%	241
2018 Q4	$775K	Buy	+32,542	New	+$845K	0.1%	213

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

Mid Atlantic Financial Management's XLF Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 7.5% in Q3 2021, buying an estimated $75.2K and bringing the position to 28,961 shares worth $1.09M. The position accounts for 0.07% of the portfolio, ranked #233.

Mid Atlantic Financial Management first reported a position in XLF in Q4 2018 and has held it in 12 quarters since. The position peaked at $1.09M in Q4 2019. 1,352 funds tracked by Wall St. Rank hold XLF as of Q3 2021.

Mid Atlantic Financial Management held 28,961 shares of State Street Financial Select Sector SPDR ETF worth $1.09M as of Q3 2021.
Mid Atlantic Financial Management bought 2,009 State Street Financial Select Sector SPDR ETF shares in Q3 2021, an estimated $75.2K.
State Street Financial Select Sector SPDR ETF made up 0.07% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #233 holding.
Mid Atlantic Financial Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's State Street Financial Select Sector SPDR ETF position peaked at $1.09M in Q4 2019.
1,352 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.