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Northwest & Ethical Investments’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Northwest & Ethical Investments’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 		– Sell
-117,700
Closed -$4.42M – 448
2021
Q3 		$4.42M Buy
+117,700
New +$4.4M 0.14% 175

Other funds holding XLF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $48.3B AUM 31.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwest & Ethical Investments's XLF Position: Q4 2021 in Review

Northwest & Ethical Investments sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2021, closing a stake of 117,700 shares — an estimated $4.42M sold.

Northwest & Ethical Investments first reported a position in XLF in Q3 2021 and held it in 1 quarter. The position peaked at $4.42M in Q3 2021. 1,508 funds tracked by Wall St. Rank hold XLF as of Q4 2021.

  • Northwest & Ethical Investments reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
  • Northwest & Ethical Investments sold 117,700 State Street Financial Select Sector SPDR ETF shares in Q4 2021, an estimated $4.42M.
  • Northwest & Ethical Investments first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2021 and held it in 1 quarter.
  • Northwest & Ethical Investments's State Street Financial Select Sector SPDR ETF position peaked at $4.42M in Q3 2021.
  • 1,508 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2021.

Based on Northwest & Ethical Investments's 13F filing for Q4 2021, filed 9 Jul 2025.