1776 Wealth’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

1776 Wealth’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
2020 Q3	–	Sell	-1,620	Closed	-$37K	–	310
2020 Q2	$37K	Sell	1,620 -6,090	-79%	-$138K	0.03%	207
2020 Q1	$192K	Buy	7,710 +4,360	+130%	+$120K	0.08%	141
2019 Q4	$102K	Buy	+3,350	New	+$98.3K	0.09%	138

Other funds holding XLF

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

1776 Wealth's XLF Position: Q3 2020 in Review

1776 Wealth sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2020, closing a stake of 1,620 shares — an estimated $37K sold.

1776 Wealth first reported a position in XLF in Q4 2019 and held it in 3 quarters. The position peaked at $192K in Q1 2020. 970 funds tracked by Wall St. Rank hold XLF as of Q3 2020.

1776 Wealth reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2020 after selling out during the quarter.
1776 Wealth sold 1,620 State Street Financial Select Sector SPDR ETF shares in Q3 2020, an estimated $37K.
1776 Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and held it in 3 quarters.
1776 Wealth's State Street Financial Select Sector SPDR ETF position peaked at $192K in Q1 2020.
970 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2020.

Based on 1776 Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.