Alpine Woods Capital Investors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Alpine Woods Capital Investors’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	-40,000	Closed	-$963K	–	245
2020 Q3	$963K	Hold	40,000	–	–	0.15%	150
2020 Q2	$926K	Hold	40,000	–	–	0.18%	134
2020 Q1	$833K	Buy	+40,000	New	+$1.1M	0.19%	121
2018 Q1	–	Sell	-11,000	Closed	-$307K	–	445
2017 Q4	$307K	Hold	11,000	–	–	0.02%	364
2017 Q3	$284K	Hold	11,000	–	–	0.01%	382
2017 Q2	$271K	Hold	11,000	–	–	0.01%	377
2017 Q1	$261K	Hold	11,000	–	–	0.01%	391
2016 Q4	$256K	Buy	+11,000	New	+$236K	0.01%	381

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 $1.44B AUM 23.16% 1-Year Est. Return

Alpine Woods Capital Investors's XLF Position: Q4 2020 in Review

Alpine Woods Capital Investors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2020, closing a stake of 40,000 shares — an estimated $963K sold.

Alpine Woods Capital Investors first reported a position in XLF in Q4 2016 and held it in 8 quarters. The position peaked at $963K in Q3 2020. 1,116 funds tracked by Wall St. Rank hold XLF as of Q4 2020.

Alpine Woods Capital Investors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2020 after selling out during the quarter.
Alpine Woods Capital Investors sold 40,000 State Street Financial Select Sector SPDR ETF shares in Q4 2020, an estimated $963K.
Alpine Woods Capital Investors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2016 and held it in 8 quarters.
Alpine Woods Capital Investors's State Street Financial Select Sector SPDR ETF position peaked at $963K in Q3 2020.
1,116 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2020.

Based on Alpine Woods Capital Investors's 13F filing for Q4 2020, filed 1 Feb 2021.