Sonora Investment Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Sonora Investment 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 Q3	$241K	Buy	6,417 +2,438	+61%	+$91.2K	0.03%	187
2021 Q2	$146K	Hold	3,979	–	–	0.02%	230
2021 Q1	$135K	Sell	3,979 -58	-1%	-$1.86K	0.01%	348
2020 Q4	$119K	Buy	4,037 +958	+31%	+$25.6K	0.01%	385
2020 Q3	$74K	Hold	3,079	–	–	0.01%	462
2020 Q2	$71K	Sell	3,079 -146	-5%	-$3.31K	0.01%	411
2020 Q1	$67K	Sell	3,225 -598	-16%	-$16.5K	0.01%	389
2019 Q4	$118K	Buy	3,823 +427	+13%	+$12.5K	0.01%	317
2019 Q3	$95K	Sell	3,396 -414	-11%	-$11.4K	0.01%	360
2019 Q2	$105K	Sell	3,810 -174	-4%	-$4.71K	0.01%	334
2019 Q1	$102K	Buy	3,984 +905	+29%	+$23.4K	0.01%	324
2018 Q4	$73K	Hold	3,079	–	–	0.01%	329
2018 Q3	$85K	Hold	3,079	–	–	0.01%	311
2018 Q2	$82K	Hold	3,079	–	–	0.01%	298
2018 Q1	$84.9K	Hold	3,079	–	–	0.01%	281
2017 Q4	$85.9K	Hold	3,079	–	–	0.01%	282
2017 Q3	$79.6K	Hold	3,079	–	–	0.01%	283
2017 Q2	$76K	Hold	3,079	–	–	0.01%	283
2017 Q1	$73.1K	Hold	3,079	–	–	0.01%	280
2016 Q4	$71.6K	Hold	3,079	–	–	0.01%	253
2016 Q3	$59.4K	Sell	3,079 -713	-19%	-$14.7K	0.01%	276
2016 Q2	$76.1K	Sell	3,792 -171	-4%	-$3.46K	0.02%	217
2016 Q1	$81.8K	Hold	3,963	–	–	0.02%	221
2015 Q4	$83K	Hold	3,963	–	–	0.02%	181
2015 Q3	$79K	Buy	+3,963	New	+$84K	0.02%	169

Other funds holding XLF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Korea Investment Corp Seoul, South Korea $52.7B AUM 42.7% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Sonora Investment Management's XLF Position: Q3 2021 in Review

Sonora Investment Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 61% in Q3 2021, buying an estimated $91.2K and bringing the position to 6,417 shares worth $241K. The position accounts for 0.03% of the portfolio, ranked #187.

Sonora Investment Management first reported a position in XLF in Q3 2015 and has held it in 25 quarters since. 1,352 funds tracked by Wall St. Rank hold XLF as of Q3 2021.

Sonora Investment Management held 6,417 shares of State Street Financial Select Sector SPDR ETF worth $241K as of Q3 2021.
Sonora Investment Management bought 2,438 State Street Financial Select Sector SPDR ETF shares in Q3 2021, an estimated $91.2K.
State Street Financial Select Sector SPDR ETF made up 0.03% of Sonora Investment Management's portfolio in Q3 2021, its #187 holding.
Sonora Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2015 and has held it in 25 quarters since.
1,352 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.