Polar Asset Management Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Polar Asset Management 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
2025 Q3	–	Sell	-200,000	Closed	-$10.5M	–	823
2025 Q2	$10.5M	Buy	+200,000	New	+$9.9M	0.16%	100
2023 Q3	–	Sell	-1,100,000	Closed	-$37.1M	–	984
2023 Q2	$37.1M	Buy	+1,100,000	New	+$35.9M	0.67%	17
2022 Q1	–	Sell	-203,800	Closed	-$7.96M	–	1532
2021 Q4	$7.96M	Buy	203,800 +83,800	+70%	+$3.29M	0.08%	291
2021 Q3	$4.5M	Buy	+120,000	New	+$4.49M	0.04%	430
2021 Q2	–	Sell	-300,000	Closed	-$10.2M	–	1292
2021 Q1	$10.2M	Hold	300,000	–	–	0.1%	186
2020 Q4	$8.84M	Hold	300,000	–	–	0.1%	207
2020 Q3	$7.22M	Hold	300,000	–	–	0.1%	192
2020 Q2	$6.94M	Buy	+300,000	New	+$6.81M	0.12%	195
2017 Q2	–	Sell	-500,000	Closed	-$11.9M	–	309
2017 Q1	$11.9M	Buy	+500,000	New	+$12M	0.3%	79

Other funds holding XLF

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Polar Asset Management Partners's XLF Position: Q3 2021 in Review

Polar Asset Management Partners sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2021, closing a stake of 15,778 shares — an estimated $590K sold.

Polar Asset Management Partners first reported a position in XLF in Q1 2015 and held it in 10 quarters. The position peaked at $21.6M in Q3 2018. 1,352 funds tracked by Wall St. Rank hold XLF as of Q3 2021.

Polar Asset Management Partners reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2021 after selling out during the quarter.
Polar Asset Management Partners sold 15,778 State Street Financial Select Sector SPDR ETF shares in Q3 2021, an estimated $590K.
Polar Asset Management Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2015 and held it in 10 quarters.
Polar Asset Management Partners's State Street Financial Select Sector SPDR ETF position peaked at $21.6M in Q3 2018.
1,352 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2021.

Based on Polar Asset Management Partners's 13F filing for Q3 2021, filed 15 Nov 2021.