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

ARS Wealth 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	-8,493	Closed	-$261K	–	114
2019 Q4	$261K	Sell	8,493 -800	-9%	-$23.5K	0.08%	98
2019 Q3	$260K	Sell	9,293 -1,579	-15%	-$43.6K	0.08%	94
2019 Q2	$300K	Sell	10,872 -2,271	-17%	-$61.5K	0.1%	87
2019 Q1	$338K	Sell	13,143 -263	-2%	-$6.79K	0.11%	83
2018 Q4	$319K	Sell	13,406 -3,003	-18%	-$78K	0.12%	79
2018 Q3	$453K	Sell	16,409 -198	-1%	-$5.54K	0.15%	73
2018 Q2	$442K	Sell	16,607 -553	-3%	-$15.3K	0.16%	70
2018 Q1	$473K	Sell	17,160 -6,737	-28%	-$194K	0.18%	71
2017 Q4	$667K	Sell	23,897 -7,536	-24%	-$203K	0.25%	62
2017 Q3	$813K	Buy	31,433 +20,079	+177%	+$501K	0.32%	54
2017 Q2	$280K	Buy	+11,354	New	+$269K	0.11%	90

Other funds holding XLF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ARS Wealth Advisors's XLF Position: Q1 2020 in Review

ARS Wealth Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2020, closing a stake of 8,493 shares — an estimated $261K sold.

ARS Wealth Advisors first reported a position in XLF in Q2 2017 and held it in 11 quarters. The position peaked at $813K in Q3 2017. 973 funds tracked by Wall St. Rank hold XLF as of Q1 2020.

ARS Wealth Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
ARS Wealth Advisors sold 8,493 State Street Financial Select Sector SPDR ETF shares in Q1 2020, an estimated $261K.
ARS Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2017 and held it in 11 quarters.
ARS Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $813K in Q3 2017.
973 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2020.

Based on ARS Wealth Advisors's 13F filing for Q1 2020, filed 11 Jun 2021.