New England Asset Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

New England Asset 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 Q1	–	Sell	-32,300	Closed	-$952K	–	170
2020 Q4	$952K	Buy	+32,300	New	+$864K	0.02%	104
2019 Q1	–	Sell	-44,900	Closed	-$1.07M	–	170
2018 Q4	$1.07M	Buy	+44,900	New	+$1.17M	0.02%	98

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RCMU

Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

New England Asset Management's XLF Position: Q1 2021 in Review

New England Asset Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2021, closing a stake of 32,300 shares — an estimated $952K sold.

New England Asset Management first reported a position in XLF in Q4 2018 and held it in 2 quarters. The position peaked at $1.07M in Q4 2018. 1,262 funds tracked by Wall St. Rank hold XLF as of Q1 2021.

New England Asset Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2021 after selling out during the quarter.
New England Asset Management sold 32,300 State Street Financial Select Sector SPDR ETF shares in Q1 2021, an estimated $952K.
New England Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and held it in 2 quarters.
New England Asset Management's State Street Financial Select Sector SPDR ETF position peaked at $1.07M in Q4 2018.
1,262 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2021.

Based on New England Asset Management's 13F filing for Q1 2021, filed 17 May 2021.