Strategic Wealth Management Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Strategic Wealth Management Group’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	$235K	Sell	6,407 -4,107	-39%	-$150K	0.09%	112
2021 Q1	$358K	Buy	+10,514	New	+$338K	0.14%	89
2019 Q1	–	Sell	-8,633	Closed	-$206K	–	85
2018 Q4	$206K	Buy	+8,633	New	+$224K	0.2%	74

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

Strategic Wealth Management Group's XLF Position: Q2 2021 in Review

Strategic Wealth Management Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 39% in Q2 2021, selling an estimated $150K and leaving 6,407 shares worth $235K. The position accounts for 0.09% of the portfolio, ranked #112.

Strategic Wealth Management Group first reported a position in XLF in Q4 2018 and has held it in 3 quarters since. The position peaked at $358K in Q1 2021. 1,319 funds tracked by Wall St. Rank hold XLF as of Q2 2021.

Strategic Wealth Management Group held 6,407 shares of State Street Financial Select Sector SPDR ETF worth $235K as of Q2 2021.
Strategic Wealth Management Group sold 4,107 State Street Financial Select Sector SPDR ETF shares in Q2 2021, an estimated $150K.
State Street Financial Select Sector SPDR ETF made up 0.09% of Strategic Wealth Management Group's portfolio in Q2 2021, its #112 holding.
Strategic Wealth Management Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 3 quarters since.
Strategic Wealth Management Group's State Street Financial Select Sector SPDR ETF position peaked at $358K in Q1 2021.
1,319 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.