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Delta Investment Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Delta Investment Management’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
2019
Q4 		– Sell
-15,511
Closed -$434K – 214
2019
Q3 		$434K Buy
+15,511
New +$428K 0.23% 60

Other funds holding XLF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Delta Investment Management's XLF Position: Q4 2019 in Review

Delta Investment Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2019, closing a stake of 15,511 shares — an estimated $434K sold.

Delta Investment Management first reported a position in XLF in Q3 2019 and held it in 1 quarter. The position peaked at $434K in Q3 2019. 1,123 funds tracked by Wall St. Rank hold XLF as of Q4 2019.

  • Delta Investment Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2019 after selling out during the quarter.
  • Delta Investment Management sold 15,511 State Street Financial Select Sector SPDR ETF shares in Q4 2019, an estimated $434K.
  • Delta Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2019 and held it in 1 quarter.
  • Delta Investment Management's State Street Financial Select Sector SPDR ETF position peaked at $434K in Q3 2019.
  • 1,123 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2019.

Based on Delta Investment Management's 13F filing for Q4 2019, filed 12 Feb 2020.