Claraphi Advisory Network’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Claraphi Advisory Network’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 Q2	–	Sell	-753	Closed	-$16K	–	1206
2020 Q1	$16K	Buy	+753	New	+$20.7K	0.01%	692
2019 Q4	–	Sell	-1,318	Closed	-$37K	–	406
2019 Q3	$37K	Sell	1,318 -10,668	-89%	-$294K	0.02%	283
2019 Q2	$331K	Sell	11,986 -2,746	-19%	-$74.4K	0.19%	131
2019 Q1	$379K	Sell	14,732 -26,071	-64%	-$673K	0.24%	111
2018 Q4	$972K	Sell	40,803 -33,228	-45%	-$863K	0.74%	27
2018 Q3	$2.04M	Buy	74,031 +1,009	+1%	+$28.2K	1.14%	14
2018 Q2	$1.94M	Sell	73,022 -9,800	-12%	-$270K	1.25%	10
2018 Q1	$2.28M	Sell	82,822 -7,867	-9%	-$227K	1.62%	4
2017 Q4	$2.53M	Buy	+90,689	New	+$2.44M	1.96%	5

Other funds holding XLF

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

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

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

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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Claraphi Advisory Network's XLF Position: Q2 2020 in Review

Claraphi Advisory Network sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2020, closing a stake of 753 shares — an estimated $16K sold.

Claraphi Advisory Network first reported a position in XLF in Q4 2017 and held it in 9 quarters. The position peaked at $2.53M in Q4 2017. 995 funds tracked by Wall St. Rank hold XLF as of Q2 2020.

Claraphi Advisory Network reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 753 State Street Financial Select Sector SPDR ETF shares in Q2 2020, an estimated $16K.
Claraphi Advisory Network first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and held it in 9 quarters.
Claraphi Advisory Network's State Street Financial Select Sector SPDR ETF position peaked at $2.53M in Q4 2017.
995 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.