Novak Financial Planning’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Novak Financial Planning’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	$2.52M	Sell	68,727 -793	-1%	-$29K	1.23%	23
2021 Q1	$2.37M	Buy	69,520 +175	+0.3%	+$5.62K	1.3%	24
2020 Q4	$2.04M	Buy	+69,345	New	+$1.86M	1.2%	26

Other funds holding XLF

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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

Novak Financial Planning's XLF Position: Q2 2021 in Review

Novak Financial Planning reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.1% in Q2 2021, selling an estimated $29K and leaving 68,727 shares worth $2.52M. The position accounts for 1.23% of the portfolio, ranked #23.

Novak Financial Planning first reported a position in XLF in Q4 2020 and has held it in 3 quarters since. 1,319 funds tracked by Wall St. Rank hold XLF as of Q2 2021.

Novak Financial Planning held 68,727 shares of State Street Financial Select Sector SPDR ETF worth $2.52M as of Q2 2021.
Novak Financial Planning sold 793 State Street Financial Select Sector SPDR ETF shares in Q2 2021, an estimated $29K.
State Street Financial Select Sector SPDR ETF made up 1.23% of Novak Financial Planning's portfolio in Q2 2021, its #23 holding.
Novak Financial Planning first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 3 quarters since.
1,319 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.