Altavista Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Altavista Wealth 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	–	Sell	-11,552	Closed	-$267K	–	172
2020 Q2	$267K	Buy	11,552 +1,292	+13%	+$29.3K	0.08%	142
2020 Q1	$214K	Sell	10,260 -15,536	-60%	-$428K	0.07%	148
2019 Q4	$794K	Sell	25,796 -3,448	-12%	-$101K	0.24%	79
2019 Q3	$819K	Sell	29,244 -20,349	-41%	-$562K	0.25%	77
2019 Q2	$1.37M	Sell	49,593 -42	-0.1%	-$1.14K	0.44%	54
2019 Q1	$1.28M	Sell	49,635 -4,356	-8%	-$112K	0.45%	55
2018 Q4	$1.29M	Buy	53,991 +13,603	+34%	+$353K	0.53%	50
2018 Q3	$1.11M	Sell	40,388 -2,546	-6%	-$71.2K	0.41%	60
2018 Q2	$1.14M	Buy	42,934 +155	+0.4%	+$4.28K	0.46%	59
2018 Q1	$1.18M	Buy	42,779 +2,195	+5%	+$63.2K	0.5%	59
2017 Q4	$1.13M	Sell	40,584 -229	-0.6%	-$6.16K	0.48%	56
2017 Q3	$1.05M	Buy	40,813 +3,581	+10%	+$89.3K	0.5%	52
2017 Q2	$919K	Buy	37,232 +1,750	+5%	+$41.5K	0.46%	57
2017 Q1	$842K	Buy	35,482 +4,975	+16%	+$119K	0.42%	60
2016 Q4	$709K	Buy	+30,507	New	+$654K	0.38%	60

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

Altavista Wealth Management's XLF Position: Q3 2020 in Review

Altavista Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2020, closing a stake of 11,552 shares — an estimated $267K sold.

Altavista Wealth Management first reported a position in XLF in Q4 2016 and held it in 15 quarters. The position peaked at $1.37M in Q2 2019. 970 funds tracked by Wall St. Rank hold XLF as of Q3 2020.

Altavista Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2020 after selling out during the quarter.
Altavista Wealth Management sold 11,552 State Street Financial Select Sector SPDR ETF shares in Q3 2020, an estimated $267K.
Altavista Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2016 and held it in 15 quarters.
Altavista Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $1.37M in Q2 2019.
970 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2020.

Based on Altavista Wealth Management's 13F filing for Q3 2020, filed 16 Nov 2020.