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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-8,958
Closed -$329K 147
2021
Q2
$329K Buy
8,958
+2,888
+48% +$106K 0.19% 92
2021
Q1
$210K Buy
+6,070
New +$195K 0.14% 117

Other funds holding XLF

TrueWealth Advisors's XLF Position: Q3 2021 in Review

TrueWealth Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2021, closing a stake of 8,958 shares — an estimated $329K sold.

TrueWealth Advisors first reported a position in XLF in Q1 2021 and held it in 2 quarters. The position peaked at $329K in Q2 2021. 1,352 funds tracked by Wall St. Rank hold XLF as of Q3 2021.

  • TrueWealth Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2021 after selling out during the quarter.
  • TrueWealth Advisors sold 8,958 State Street Financial Select Sector SPDR ETF shares in Q3 2021, an estimated $329K.
  • TrueWealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and held it in 2 quarters.
  • TrueWealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $329K 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 TrueWealth Advisors's 13F filing for Q3 2021, filed 25 Oct 2021.