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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-352
Closed -$7K 447
2020
Q1
$7K Buy
+352
New +$9.69K ﹤0.01% 295

Other funds holding XLF

Burt Wealth Advisors's XLF Position: Q2 2020 in Review

Burt Wealth Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2020, closing a stake of 352 shares — an estimated $7K sold.

Burt Wealth Advisors first reported a position in XLF in Q1 2020 and held it in 1 quarter. The position peaked at $7K in Q1 2020. 994 funds tracked by Wall St. Rank hold XLF as of Q2 2020.

  • Burt Wealth Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2020 after selling out during the quarter.
  • Burt Wealth Advisors sold 352 State Street Financial Select Sector SPDR ETF shares in Q2 2020, an estimated $7K.
  • Burt Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2020 and held it in 1 quarter.
  • Burt Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $7K in Q1 2020.
  • 994 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2020.

Based on Burt Wealth Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.