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

Doliver Advisors’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
2022
Q1 		– Sell
-3,000
Closed -$207K – 188
2021
Q4 		$207K Buy
+3,000
New +$118K 0.06% 149

Other funds holding XLF

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
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
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Doliver Advisors's XLF Position: Q3 2019 in Review

Doliver Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2019, closing a stake of 7,895 shares — an estimated $218K sold.

Doliver Advisors first reported a position in XLF in Q2 2019 and held it in 1 quarter. The position peaked at $218K in Q2 2019. 987 funds tracked by Wall St. Rank hold XLF as of Q3 2019.

  • Doliver Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2019 after selling out during the quarter.
  • Doliver Advisors sold 7,895 State Street Financial Select Sector SPDR ETF shares in Q3 2019, an estimated $218K.
  • Doliver Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2019 and held it in 1 quarter.
  • Doliver Advisors's State Street Financial Select Sector SPDR ETF position peaked at $218K in Q2 2019.
  • 987 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2019.

Based on Doliver Advisors's 13F filing for Q3 2019, filed 4 Nov 2019.