1 North Wealth Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
$1K Hold
40
﹤0.01% 356
2019
Q3
$1K Buy
+40
New +$1.1K ﹤0.01% 325
2019
Q1
$1.69M Buy
65,601
+5,893
+10% +$152K 1.19% 28
2018
Q4
$1.42M Buy
+59,708
New +$1.55M 1.19% 28

Other funds holding XLF

1 North Wealth Services's XLF Position: Q4 2019 in Review

1 North Wealth Services held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q4 2019 at 40 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

1 North Wealth Services first reported a position in XLF in Q4 2018 and has held it in 4 quarters since. The position peaked at $1.69M in Q1 2019. 1,123 funds tracked by Wall St. Rank hold XLF as of Q4 2019.

  • 1 North Wealth Services held 40 shares of State Street Financial Select Sector SPDR ETF worth $1K as of Q4 2019.
  • 1 North Wealth Services left its State Street Financial Select Sector SPDR ETF share count unchanged in Q4 2019.
  • State Street Financial Select Sector SPDR ETF made up ﹤0.01% of 1 North Wealth Services's portfolio in Q4 2019, its #356 holding.
  • 1 North Wealth Services first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 4 quarters since.
  • 1 North Wealth Services's State Street Financial Select Sector SPDR ETF position peaked at $1.69M in Q1 2019.
  • 1,123 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2019.

Based on 1 North Wealth Services's 13F filing for Q4 2019, filed 14 Feb 2020.