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

US 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 Q2	–	Sell	-14,443	Closed	-$492K	–	141
2021 Q1	$492K	Buy	14,443 +1,479	+11%	+$47.5K	0.14%	82
2020 Q4	$382K	Buy	+12,964	New	+$347K	0.12%	80
2016 Q2	–	Sell	-3,613	Closed	-$71K	–	404
2016 Q1	$71K	Sell	3,613 -263,405	-99%	-$5.02M	0.12%	77
2015 Q4	$5.59M	Sell	267,018 -31,045	-10%	-$654K	5.3%	2
2015 Q3	$5.93M	Sell	298,063 -3,898	-1%	-$82.6K	9.85%	2
2015 Q2	$6.46M	Sell	301,961 -2,129	-0.7%	-$46K	6.1%	3
2015 Q1	$6.44M	Sell	304,090 -17,734	-6%	-$375K	5.85%	3
2014 Q4	$6.99M	Buy	+321,824	New	+$6.74M	6.24%	2

Other funds holding XLF

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

US Financial Advisors's XLF Position: Q2 2021 in Review

US Financial Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2021, closing a stake of 14,443 shares — an estimated $492K sold.

US Financial Advisors first reported a position in XLF in Q4 2014 and held it in 8 quarters. The position peaked at $6.99M in Q4 2014. 1,320 funds tracked by Wall St. Rank hold XLF as of Q2 2021.

US Financial Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
US Financial Advisors sold 14,443 State Street Financial Select Sector SPDR ETF shares in Q2 2021, an estimated $492K.
US Financial Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2014 and held it in 8 quarters.
US Financial Advisors's State Street Financial Select Sector SPDR ETF position peaked at $6.99M in Q4 2014.
1,320 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2021.

Based on US Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.