MPS Loria Financial Planners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

MPS Loria Financial Planners’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 Q2	–	Sell	-2,691	Closed	-$91K	–	571
2021 Q1	$91K	Buy	2,691 +8	+0.3%	+$257	0.04%	123
2020 Q4	$78K	Buy	2,683 +10	+0.4%	+$268	0.04%	130
2020 Q3	$64K	Buy	2,673 +1,571	+143%	+$38.2K	0.03%	134
2020 Q2	$26K	Buy	+1,102	New	+$25K	0.01%	181
2017 Q3	–	Sell	-1,036	Closed	-$26K	–	351
2017 Q2	$26K	Buy	+1,036	New	+$24.6K	0.02%	210

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

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

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

MPS Loria Financial Planners's XLF Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2021, closing a stake of 2,691 shares — an estimated $91K sold.

MPS Loria Financial Planners first reported a position in XLF in Q2 2017 and held it in 5 quarters. The position peaked at $91K in Q1 2021. 1,319 funds tracked by Wall St. Rank hold XLF as of Q2 2021.

MPS Loria Financial Planners reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 2,691 State Street Financial Select Sector SPDR ETF shares in Q2 2021, an estimated $91K.
MPS Loria Financial Planners first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's State Street Financial Select Sector SPDR ETF position peaked at $91K in Q1 2021.
1,319 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.