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

WESPAC 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	-8,437	Closed	-$287K	–	174
2021 Q1	$287K	Buy	+8,437	New	+$271K	0.21%	126
2014 Q1	–	Sell	-85,013	Closed	-$1.63M	–	158
2013 Q4	$1.63M	Buy	85,013 +18,522	+28%	+$341K	1.36%	19
2013 Q3	$1.16M	Buy	66,491 +4,641	+8%	+$82.3K	1.35%	23
2013 Q2	$1.06M	Buy	+61,850	New	+$1.04M	1.6%	22

Other funds holding XLF

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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

WESPAC Advisors's XLF Position: Q2 2021 in Review

WESPAC Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2021, closing a stake of 8,437 shares — an estimated $287K sold.

WESPAC Advisors first reported a position in XLF in Q2 2013 and held it in 4 quarters. The position peaked at $1.63M in Q4 2013. 1,319 funds tracked by Wall St. Rank hold XLF as of Q2 2021.

WESPAC Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
WESPAC Advisors sold 8,437 State Street Financial Select Sector SPDR ETF shares in Q2 2021, an estimated $287K.
WESPAC Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and held it in 4 quarters.
WESPAC Advisors's State Street Financial Select Sector SPDR ETF position peaked at $1.63M in Q4 2013.
1,319 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2021.

Based on WESPAC Advisors's 13F filing for Q2 2021, filed 3 Aug 2021.