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

Wealthstreet Investment 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	-22,591	Closed	-$769K	–	331
2021 Q1	$769K	Hold	22,591	–	–	0.08%	199
2020 Q4	$666K	Sell	22,591 -2,500	-10%	-$66.9K	0.07%	209
2020 Q3	$604K	Hold	25,091	–	–	0.07%	199
2020 Q2	$581K	Hold	25,091	–	–	0.07%	190
2020 Q1	$522K	Sell	25,091 -283	-1%	-$7.79K	0.08%	180
2019 Q4	$781K	Hold	25,374	–	–	0.09%	179
2019 Q3	$732K	Sell	25,374 -885	-3%	-$24.4K	0.09%	174
2019 Q2	$725K	Sell	26,259 -550	-2%	-$14.9K	0.09%	175
2019 Q1	$689K	Sell	26,809 -100	-0.4%	-$2.58K	0.09%	184
2018 Q4	$697K	Hold	26,909	–	–	0.1%	177
2018 Q3	$742K	Hold	26,909	–	–	0.09%	194
2018 Q2	$716K	Hold	26,909	–	–	0.09%	190
2018 Q1	$742K	Buy	26,909 +1,185	+5%	+$34.1K	0.09%	186
2017 Q4	$718K	Buy	+25,724	New	+$692K	0.09%	190

Other funds holding XLF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthstreet Investment Advisors's XLF Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2021, closing a stake of 22,591 shares — an estimated $769K sold.

Wealthstreet Investment Advisors first reported a position in XLF in Q4 2017 and held it in 14 quarters. The position peaked at $781K in Q4 2019. 1,320 funds tracked by Wall St. Rank hold XLF as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 22,591 State Street Financial Select Sector SPDR ETF shares in Q2 2021, an estimated $769K.
Wealthstreet Investment Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and held it in 14 quarters.
Wealthstreet Investment Advisors's State Street Financial Select Sector SPDR ETF position peaked at $781K in Q4 2019.
1,320 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.