3D Asset Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

3D Asset 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
2020 Q3	$336K	Buy	+13,965	New	+$340K	0.09%	50
2020 Q2	–	Sell	-12,479	Closed	-$260K	–	67
2020 Q1	$260K	Buy	+12,479	New	+$344K	0.08%	45

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

3D Asset Management's XLF Position: Q3 2020 in Review

3D Asset Management opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q3 2020: 13,965 shares worth $336K. The stake represents 0.09% of the portfolio and ranks #50 among its holdings. This is a return to the name: 3D Asset Management previously reported a position in XLF as recently as Q1 2020.

3D Asset Management first reported a position in XLF in Q1 2020 and has held it in 2 quarters since. 970 funds tracked by Wall St. Rank hold XLF as of Q3 2020.

3D Asset Management held 13,965 shares of State Street Financial Select Sector SPDR ETF worth $336K as of Q3 2020.
State Street Financial Select Sector SPDR ETF was a new 3D Asset Management position in Q3 2020.
State Street Financial Select Sector SPDR ETF made up 0.09% of 3D Asset Management's portfolio in Q3 2020, its #50 holding.
3D Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2020 and has held it in 2 quarters since.
970 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2020.

Based on 3D Asset Management's 13F filing for Q3 2020, filed 9 Nov 2020.