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

Apriem Advisors’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
Q1 		– Sell
-72,576
Closed -$2.23M – 142
2019
Q4 		$2.23M Sell
72,576
-4,686
-6% -$138K 0.43% 33
2019
Q3 		$2.16M Sell
77,262
-565
-0.7% -$15.6K 0.48% 33
2019
Q2 		$2.15M Buy
77,827
+494
+0.6% +$13.4K 0.67% 31
2019
Q1 		$1.99M Buy
77,333
+489
+0.6% +$12.6K 0.53% 33
2018
Q4 		$1.83M Sell
76,844
-2,995
-4% -$77.8K 0.64% 30
2018
Q3 		$2.2M Buy
79,839
+400
+0.5% +$11.2K 0.48% 36
2018
Q2 		$2.11M Buy
79,439
+60,050
+310% +$1.66M 0.47% 35
2018
Q1 		$535K Buy
19,389
+1,000
+5% +$28.8K 0.13% 65
2017
Q4 		$513K Buy
18,389
+1,436
+8% +$38.6K 0.13% 67
2017
Q3 		$438K Sell
16,953
-182
-1% -$4.54K 0.11% 81
2017
Q2 		$423K Buy
17,135
+1,485
+9% +$35.2K 0.11% 82
2017
Q1 		$371K Sell
15,650
-126
-0.8% -$3.02K 0.1% 83
2016
Q4 		$367K Buy
15,776
+9,051
+135% +$194K 0.11% 87
2016
Q3 		$130K Sell
6,725
-24
-0.4% -$495 0.04% 140
2016
Q2 		$135K Sell
6,749
-20
-0.3% -$405 0.04% 140
2016
Q1 		$134K Buy
6,769
+2,298
+51% +$43.8K 0.05% 120
2015
Q4 		$94K Sell
4,471
-228
-5% -$4.8K 0.03% 141
2015
Q3 		$93K Buy
4,699
+2,421
+106% +$51.3K 0.03% 144
2015
Q2 		$49K Sell
2,278
-1,709
-43% -$36.9K 0.02% 221
2015
Q1 		$84K Hold
3,987
– – 0.03% 159
2014
Q4 		$87K Sell
3,987
-228
-5% -$4.78K 0.03% 148
2014
Q3 		$86K Buy
+4,215
New +$85.1K 0.03% 150
2014
Q2 		– Sell
-5,174
Closed -$101K – 516
2014
Q1 		$101K Hold
5,174
– – 0.04% 158
2013
Q4 		$99K Buy
5,174
+1,139
+28% +$20.9K 0.04% 150
2013
Q3 		$71K Hold
4,035
– – 0.03% 169
2013
Q2 		$69K Buy
+4,035
New +$67.7K 0.03% 166

Other funds holding XLF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Apriem Advisors's XLF Position: Q1 2020 in Review

Apriem Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2020, closing a stake of 72,576 shares — an estimated $2.23M sold.

Apriem Advisors first reported a position in XLF in Q2 2013 and held it in 26 quarters. The position peaked at $2.23M in Q4 2019. 972 funds tracked by Wall St. Rank hold XLF as of Q1 2020.

  • Apriem Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
  • Apriem Advisors sold 72,576 State Street Financial Select Sector SPDR ETF shares in Q1 2020, an estimated $2.23M.
  • Apriem Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and held it in 26 quarters.
  • Apriem Advisors's State Street Financial Select Sector SPDR ETF position peaked at $2.23M in Q4 2019.
  • 972 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2020.

Based on Apriem Advisors's 13F filing for Q1 2020, filed 7 May 2020.