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

Bellecapital’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	-42,824	Closed	-$991K	–	172
2020 Q2	$991K	Buy	42,824 +129	+0.3%	+$2.93K	0.46%	45
2020 Q1	$889K	Sell	42,695 -3,772	-8%	-$104K	0.57%	45
2019 Q4	$1.43M	Buy	46,467 +4,679	+11%	+$137K	0.73%	32
2019 Q3	$1.17M	Sell	41,788 -8,865	-18%	-$245K	0.7%	33
2019 Q2	$1.4M	Sell	50,653 -8,907	-15%	-$241K	0.87%	28
2019 Q1	$1.53M	Sell	59,560 -15,772	-21%	-$407K	0.97%	26
2018 Q4	$1.79M	Sell	75,332 -5,890	-7%	-$153K	1.28%	24
2018 Q3	$2.24M	Sell	81,222 -4,170	-5%	-$117K	1.47%	23
2018 Q2	$2.27M	Buy	85,392 +16,032	+23%	+$442K	1.64%	21
2018 Q1	$1.91M	Sell	69,360 -6,440	-8%	-$185K	1.79%	20
2017 Q4	$2.12M	Buy	75,800 +29,285	+63%	+$788K	1.71%	21
2017 Q3	$1.2M	Buy	+46,515	New	+$1.16M	1.42%	22

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

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

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

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

Barclays London, United Kingdom $521B AUM 51.41% 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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

APF

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

Bellecapital's XLF Position: Q3 2020 in Review

Bellecapital sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2020, closing a stake of 42,824 shares — an estimated $991K sold.

Bellecapital first reported a position in XLF in Q3 2017 and held it in 12 quarters. The position peaked at $2.27M in Q2 2018. 971 funds tracked by Wall St. Rank hold XLF as of Q3 2020.

Bellecapital reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2020 after selling out during the quarter.
Bellecapital sold 42,824 State Street Financial Select Sector SPDR ETF shares in Q3 2020, an estimated $991K.
Bellecapital first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2017 and held it in 12 quarters.
Bellecapital's State Street Financial Select Sector SPDR ETF position peaked at $2.27M in Q2 2018.
971 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2020.

Based on Bellecapital's 13F filing for Q3 2020, filed 16 Oct 2020.