D'Orazio & Associates’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

D'Orazio & Associates’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	-121	Closed	-$3K	–	368
2020 Q1	$3K	Hold	121	–	–	﹤0.01%	286
2019 Q4	$4K	Hold	121	–	–	﹤0.01%	294
2019 Q3	$3K	Buy	+121	New	+$3.34K	﹤0.01%	305
2018 Q2	–	Sell	-2,926	Closed	-$81K	–	299
2018 Q1	$81K	Buy	2,926 +2,500	+587%	+$72K	0.03%	87
2017 Q4	$12K	Buy	+426	New	+$11.5K	﹤0.01%	215
2016 Q4	–	Sell	-250	Closed	-$4K	–	294
2016 Q3	$4K	Sell	250 -35	-12%	-$722	﹤0.01%	246
2016 Q2	$6K	Hold	285	–	–	﹤0.01%	241
2016 Q1	$5K	Buy	+285	New	+$5.43K	﹤0.01%	249

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D'Orazio & Associates's XLF Position: Q2 2020 in Review

D'Orazio & Associates sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2020, closing a stake of 121 shares — an estimated $3K sold.

D'Orazio & Associates first reported a position in XLF in Q1 2016 and held it in 8 quarters. The position peaked at $81K in Q1 2018. 994 funds tracked by Wall St. Rank hold XLF as of Q2 2020.

D'Orazio & Associates reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2020 after selling out during the quarter.
D'Orazio & Associates sold 121 State Street Financial Select Sector SPDR ETF shares in Q2 2020, an estimated $3K.
D'Orazio & Associates first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2016 and held it in 8 quarters.
D'Orazio & Associates's State Street Financial Select Sector SPDR ETF position peaked at $81K in Q1 2018.
994 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2020.

Based on D'Orazio & Associates's 13F filing for Q2 2020, filed 22 Jul 2020.