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Braun-Bostich & Associates’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Braun-Bostich & Associates’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
-151
Closed -$3K – 350
2020
Q2 		$3K Hold
151
– – ﹤0.01% 291
2020
Q1 		$3K Sell
151
-66,657
-100% -$1.84M ﹤0.01% 272
2019
Q4 		$2.08M Buy
+66,808
New +$1.96M 2.04% 9

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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
CI
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

Braun-Bostich & Associates's XLF Position: Q3 2020 in Review

Braun-Bostich & Associates sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2020, closing a stake of 151 shares — an estimated $3K sold.

Braun-Bostich & Associates first reported a position in XLF in Q4 2019 and held it in 3 quarters. The position peaked at $2.08M in Q4 2019. 971 funds tracked by Wall St. Rank hold XLF as of Q3 2020.

  • Braun-Bostich & Associates reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2020 after selling out during the quarter.
  • Braun-Bostich & Associates sold 151 State Street Financial Select Sector SPDR ETF shares in Q3 2020, an estimated $3K.
  • Braun-Bostich & Associates first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and held it in 3 quarters.
  • Braun-Bostich & Associates's State Street Financial Select Sector SPDR ETF position peaked at $2.08M in Q4 2019.
  • 971 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2020.

Based on Braun-Bostich & Associates's 13F filing for Q3 2020, filed 9 Oct 2020.