Stewardship Financial Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Stewardship Financial Advisors’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 Q1	$9K	Hold	254	–	–	﹤0.01%	82
2020 Q4	$7K	Hold	254	–	–	﹤0.01%	87
2020 Q3	$6K	Buy	+254	New	+$6.18K	﹤0.01%	72
2020 Q1	–	Sell	-1,188	Closed	-$37K	–	91
2019 Q4	$37K	Buy	+1,188	New	+$34.9K	0.01%	75

Other funds holding XLF

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

RCMU

Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Stewardship Financial Advisors's XLF Position: Q1 2021 in Review

Stewardship Financial Advisors held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q1 2021 at 254 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #82.

Stewardship Financial Advisors first reported a position in XLF in Q4 2019 and has held it in 4 quarters since. The position peaked at $37K in Q4 2019. 1,262 funds tracked by Wall St. Rank hold XLF as of Q1 2021.

Stewardship Financial Advisors held 254 shares of State Street Financial Select Sector SPDR ETF worth $9K as of Q1 2021.
Stewardship Financial Advisors left its State Street Financial Select Sector SPDR ETF share count unchanged in Q1 2021.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Stewardship Financial Advisors's portfolio in Q1 2021, its #82 holding.
Stewardship Financial Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and has held it in 4 quarters since.
Stewardship Financial Advisors's State Street Financial Select Sector SPDR ETF position peaked at $37K in Q4 2019.
1,262 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.