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

Aldebaran Financial’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 Q4	–	Sell	-8,310	Closed	-$200K	–	83
2020 Q3	$200K	Sell	8,310 -58,227	-88%	-$1.42M	0.21%	75
2020 Q2	$1.54M	Sell	66,537 -25,637	-28%	-$582K	1.81%	16
2020 Q1	$1.92M	Sell	92,174 -4,428	-5%	-$122K	1.87%	18
2019 Q4	$2.97M	Sell	96,602 -28,748	-23%	-$844K	2.26%	12
2019 Q3	$3.44M	Sell	125,350 -1,999	-2%	-$55.2K	2.29%	12
2019 Q2	$3.52M	Sell	127,349 -7,313	-5%	-$198K	2.43%	9
2019 Q1	$3.46M	Sell	134,662 -13,755	-9%	-$355K	2.43%	8
2018 Q4	$3.54M	Sell	148,417 -3,737	-2%	-$97.1K	2.69%	7
2018 Q3	$4.2M	Sell	152,154 -3,548	-2%	-$99.3K	2.72%	7
2018 Q2	$4.14M	Sell	155,702 -8,147	-5%	-$225K	2.84%	7
2018 Q1	$4.52M	Sell	163,849 -1,173	-0.7%	-$33.8K	3.03%	5
2017 Q4	$4.61M	Sell	165,022 -398	-0.2%	-$10.7K	3.06%	3
2017 Q3	$4.28M	Buy	165,420 +2,322	+1%	+$57.9K	2.95%	6
2017 Q2	$4.02M	Sell	163,098 -1,763	-1%	-$41.8K	2.93%	5
2017 Q1	$3.91M	Buy	164,861 +75,236	+84%	+$1.8M	2.98%	6
2016 Q4	$2.08M	Buy	+89,625	New	+$1.92M	1.65%	20
2014 Q1	–	Sell	-1,481	Closed	-$228K	–	124
2013 Q4	$228K	Buy	+1,481	New	+$27.2K	0.22%	105

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

APF

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

Aldebaran Financial's XLF Position: Q4 2020 in Review

Aldebaran Financial sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2020, closing a stake of 8,310 shares — an estimated $200K sold.

Aldebaran Financial first reported a position in XLF in Q4 2013 and held it in 17 quarters. The position peaked at $4.61M in Q4 2017. 1,115 funds tracked by Wall St. Rank hold XLF as of Q4 2020.

Aldebaran Financial reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2020 after selling out during the quarter.
Aldebaran Financial sold 8,310 State Street Financial Select Sector SPDR ETF shares in Q4 2020, an estimated $200K.
Aldebaran Financial first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2013 and held it in 17 quarters.
Aldebaran Financial's State Street Financial Select Sector SPDR ETF position peaked at $4.61M in Q4 2017.
1,115 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2020.

Based on Aldebaran Financial's 13F filing for Q4 2020, filed 5 Feb 2021.