Accurate Investment Solutions’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Accurate Investment Solutions’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 Q2	–	Sell	-30	Closed	-$1K	–	408
2020 Q1	$1K	Hold	30	–	–	﹤0.01%	416
2019 Q4	$1K	Sell	30 -858	-97%	-$25.2K	﹤0.01%	420
2019 Q3	$25K	Buy	888 +858	+2,860%	+$23.7K	0.02%	159
2019 Q2	$1K	Sell	30 -308	-91%	-$8.34K	﹤0.01%	387
2019 Q1	$9K	Buy	338 +308	+1,027%	+$7.95K	0.01%	222
2018 Q4	$1K	Hold	30	–	–	﹤0.01%	324
2018 Q3	$1K	Sell	30 -21	-41%	-$588	﹤0.01%	365
2018 Q2	$2K	Sell	51 -117	-70%	-$3.23K	﹤0.01%	432
2018 Q1	$5K	Hold	168	–	–	﹤0.01%	336
2017 Q4	$5K	Hold	168	–	–	﹤0.01%	328
2017 Q3	$5K	Buy	168 +66	+65%	+$1.65K	﹤0.01%	326
2017 Q2	$3K	Hold	102	–	–	﹤0.01%	301
2017 Q1	$2K	Hold	102	–	–	﹤0.01%	279
2016 Q4	$2K	Hold	102	–	–	﹤0.01%	273
2016 Q3	$2K	Sell	102 -14	-12%	-$289	﹤0.01%	268
2016 Q2	$2K	Hold	116	–	–	﹤0.01%	262
2016 Q1	$2K	Buy	116 +1	+0.9%	+$19	﹤0.01%	344
2015 Q4	$2K	Buy	+115	New	+$2.42K	﹤0.01%	279

Other funds holding XLF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Accurate Investment Solutions's XLF Position: Q2 2020 in Review

Accurate Investment Solutions sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2020, closing a stake of 30 shares — an estimated $1K sold.

Accurate Investment Solutions first reported a position in XLF in Q4 2015 and held it in 18 quarters. The position peaked at $25K in Q3 2019. 994 funds tracked by Wall St. Rank hold XLF as of Q2 2020.

Accurate Investment Solutions reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2020 after selling out during the quarter.
Accurate Investment Solutions sold 30 State Street Financial Select Sector SPDR ETF shares in Q2 2020, an estimated $1K.
Accurate Investment Solutions first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2015 and held it in 18 quarters.
Accurate Investment Solutions's State Street Financial Select Sector SPDR ETF position peaked at $25K in Q3 2019.
994 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.