Symons Capital Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Symons Capital 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	–	Sell	-19,532	Closed	-$717K	–	81
2021 Q2	$717K	Sell	19,532 -389	-2%	-$14.2K	0.41%	36
2021 Q1	$678K	Sell	19,921 -887	-4%	-$28.5K	0.35%	41
2020 Q4	$614K	Buy	20,808 +1,593	+8%	+$42.6K	0.34%	40
2020 Q3	$463K	Buy	19,215 +1,414	+8%	+$34.4K	0.28%	42
2020 Q2	$412K	Buy	17,801 +712	+4%	+$16.2K	0.26%	43
2020 Q1	$356K	Buy	+17,089	New	+$470K	0.21%	50

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

Symons Capital Management's XLF Position: Q3 2021 in Review

Symons Capital Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2021, closing a stake of 19,532 shares — an estimated $717K sold.

Symons Capital Management first reported a position in XLF in Q1 2020 and held it in 6 quarters. The position peaked at $717K in Q2 2021. 1,352 funds tracked by Wall St. Rank hold XLF as of Q3 2021.

Symons Capital Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2021 after selling out during the quarter.
Symons Capital Management sold 19,532 State Street Financial Select Sector SPDR ETF shares in Q3 2021, an estimated $717K.
Symons Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2020 and held it in 6 quarters.
Symons Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $717K in Q2 2021.
1,352 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2021.

Based on Symons Capital Management's 13F filing for Q3 2021, filed 2 Nov 2021.