Viridian RIA’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Viridian RIA’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
2022 Q1	–	Sell	-75,967	Closed	-$2.97M	–	26
2021 Q4	$2.97M	Buy	+75,967	New	+$2.99M	0.63%	32
2021 Q2	–	Hold	0	–	–	–	38
2021 Q1	–	Hold	0	–	–	–	61
2020 Q4	–	Sell	-470,418	Closed	-$11.3M	–	71
2020 Q3	$11.3M	Buy	470,418 +988	+0.2%	+$24K	3.75%	10
2020 Q2	$10.9M	Buy	+469,430	New	+$10.7M	3.92%	10
2020 Q1	–	Sell	-7,621	Closed	-$235K	–	59
2019 Q4	$235K	Sell	7,621 -763	-9%	-$22.4K	0.08%	57
2019 Q3	$235K	Buy	+8,384	New	+$231K	0.1%	55
2019 Q2	–	Sell	-10,806	Closed	-$277K	–	59
2019 Q1	$277K	Sell	10,806 -16,227	-60%	-$419K	0.12%	47
2018 Q4	$645K	Sell	27,033 -19,164	-41%	-$498K	0.32%	41
2018 Q3	$1.28M	Sell	46,197 -273,235	-86%	-$7.65M	0.56%	24
2018 Q2	$8.49M	Sell	319,432 -124,246	-28%	-$3.43M	4.16%	10
2018 Q1	$12.2M	Buy	+443,678	New	+$12.8M	5.83%	6

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

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Viridian RIA's XLF Position: Q1 2022 in Review

Viridian RIA sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2022, closing a stake of 75,967 shares — an estimated $2.97M sold.

Viridian RIA first reported a position in XLF in Q1 2018 and held it in 10 quarters. The position peaked at $12.2M in Q1 2018. 1,507 funds tracked by Wall St. Rank hold XLF as of Q1 2022.

Viridian RIA reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
Viridian RIA sold 75,967 State Street Financial Select Sector SPDR ETF shares in Q1 2022, an estimated $2.97M.
Viridian RIA first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2018 and held it in 10 quarters.
Viridian RIA's State Street Financial Select Sector SPDR ETF position peaked at $12.2M in Q1 2018.
1,507 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2022.

Based on Viridian RIA's 13F filing for Q1 2022, filed 26 Apr 2022.