Personal Wealth Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Personal Wealth Partners’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	–	Sell	-300	Closed	-$11K	–	406
2021 Q2	$11K	Buy	+300	New	+$11K	﹤0.01%	260
2020 Q1	–	Sell	-500	Closed	-$15K	–	639
2019 Q4	$15K	Hold	500	–	–	0.01%	212
2019 Q3	$14K	Hold	500	–	–	0.01%	220
2019 Q2	$14K	Buy	+500	New	+$13.5K	0.01%	199

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

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

Personal Wealth Partners's XLF Position: Q3 2021 in Review

Personal Wealth Partners sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2021, closing a stake of 300 shares — an estimated $11K sold.

Personal Wealth Partners first reported a position in XLF in Q2 2019 and held it in 4 quarters. The position peaked at $15K in Q4 2019. 1,352 funds tracked by Wall St. Rank hold XLF as of Q3 2021.

Personal Wealth Partners reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2021 after selling out during the quarter.
Personal Wealth Partners sold 300 State Street Financial Select Sector SPDR ETF shares in Q3 2021, an estimated $11K.
Personal Wealth Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2019 and held it in 4 quarters.
Personal Wealth Partners's State Street Financial Select Sector SPDR ETF position peaked at $15K 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 Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.