Catalyst Private Wealth’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Catalyst Private Wealth’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 Q4	–	Sell	-40	Closed	-$1K	–	294
2020 Q3	$1K	Buy	+40	New	+$973	﹤0.01%	291

Other funds holding XLF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Catalyst Private Wealth's XLF Position: Q4 2020 in Review

Catalyst Private Wealth sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2020, closing a stake of 40 shares — an estimated $1K sold.

Catalyst Private Wealth first reported a position in XLF in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 1,115 funds tracked by Wall St. Rank hold XLF as of Q4 2020.

Catalyst Private Wealth reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2020 after selling out during the quarter.
Catalyst Private Wealth sold 40 State Street Financial Select Sector SPDR ETF shares in Q4 2020, an estimated $1K.
Catalyst Private Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2020 and held it in 1 quarter.
Catalyst Private Wealth's State Street Financial Select Sector SPDR ETF position peaked at $1K in Q3 2020.
1,115 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.