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

Wealthcare 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 Q2	–	Sell	-590	Closed	-$20K	–	686
2021 Q1	$20K	Buy	+590	New	+$19K	﹤0.01%	213
2016 Q1	–	Sell	-944	Closed	-$20K	–	236
2015 Q4	$20K	Sell	944 -3,535	-79%	-$74.5K	﹤0.01%	114
2015 Q3	$89K	Sell	4,479 -2,453	-35%	-$52K	0.01%	71
2015 Q2	$148K	Sell	6,932 -25,764	-79%	-$556K	0.02%	58
2015 Q1	$692K	Buy	+32,696	New	+$692K	0.08%	36

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

Wealthcare Capital Management's XLF Position: Q2 2021 in Review

Wealthcare Capital Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2021, closing a stake of 590 shares — an estimated $20K sold.

Wealthcare Capital Management first reported a position in XLF in Q1 2015 and held it in 5 quarters. The position peaked at $692K in Q1 2015. 1,319 funds tracked by Wall St. Rank hold XLF as of Q2 2021.

Wealthcare Capital Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 590 State Street Financial Select Sector SPDR ETF shares in Q2 2021, an estimated $20K.
Wealthcare Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2015 and held it in 5 quarters.
Wealthcare Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $692K in Q1 2015.
1,319 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.