Acorn Advisory Capital’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
Q3
$1.97M Buy
+70,300
New +$1.94M 2.44% 10
2018
Q2
Sell
-12,800
Closed -$353K 57
2018
Q1
$353K Sell
12,800
-13,400
-51% -$386K 0.55% 23
2017
Q4
$731K Buy
+26,200
New +$705K 0.48% 28

Other funds holding XLF

Acorn Advisory Capital's XLF Position: Q3 2019 in Review

Acorn Advisory Capital opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q3 2019: 70,300 shares worth $1.97M. The stake represents 2.44% of the portfolio and ranks #10 among its holdings. This is a return to the name: Acorn Advisory Capital previously reported a position in XLF as recently as Q1 2018.

Acorn Advisory Capital first reported a position in XLF in Q4 2017 and has held it in 3 quarters since. 987 funds tracked by Wall St. Rank hold XLF as of Q3 2019.

  • Acorn Advisory Capital held 70,300 shares of State Street Financial Select Sector SPDR ETF worth $1.97M as of Q3 2019.
  • State Street Financial Select Sector SPDR ETF was a new Acorn Advisory Capital position in Q3 2019.
  • State Street Financial Select Sector SPDR ETF made up 2.44% of Acorn Advisory Capital's portfolio in Q3 2019, its #10 holding.
  • Acorn Advisory Capital first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and has held it in 3 quarters since.
  • 987 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2019.

Based on Acorn Advisory Capital's 13F filing for Q3 2019, filed 6 Nov 2019.