Walled Lake Planning & Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Walled Lake Planning & Wealth 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 Q4	–	Sell	-545	Closed	-$20K	–	316
2021 Q3	$20K	Sell	545 -99	-15%	-$3.7K	0.01%	222
2021 Q2	$24K	Buy	644 +1	+0.2%	+$37	0.02%	196
2021 Q1	$22K	Buy	643 +1	+0.2%	+$32	0.02%	190
2020 Q4	$19K	Buy	642 +1	+0.2%	+$27	0.01%	184
2020 Q3	$15K	Sell	641 -41	-6%	-$997	0.01%	194
2020 Q2	$16K	Buy	682 +1	+0.1%	+$23	0.01%	172
2020 Q1	$14K	Buy	681 +1	+0.1%	+$28	0.01%	168
2019 Q4	$21K	Buy	+680	New	+$20K	0.02%	160

Other funds holding XLF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 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

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

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

Walled Lake Planning & Wealth Management's XLF Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2021, closing a stake of 545 shares — an estimated $20K sold.

Walled Lake Planning & Wealth Management first reported a position in XLF in Q4 2019 and held it in 8 quarters. The position peaked at $24K in Q2 2021. 1,508 funds tracked by Wall St. Rank hold XLF as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 545 State Street Financial Select Sector SPDR ETF shares in Q4 2021, an estimated $20K.
Walled Lake Planning & Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $24K in Q2 2021.
1,508 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.