Doyle Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Doyle Wealth 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
2020 Q2	–	Sell	-12,644	Closed	-$263K	–	186
2020 Q1	$263K	Sell	12,644 -952	-7%	-$26.2K	0.04%	149
2019 Q4	$418K	Buy	13,596 +29	+0.2%	+$851	0.05%	135
2019 Q3	$380K	Buy	13,567 +1,702	+14%	+$47K	0.05%	137
2019 Q2	$327K	Buy	11,865 +27	+0.2%	+$731	0.05%	144
2019 Q1	$325K	Sell	11,838 -392	-3%	-$10.1K	0.05%	147
2018 Q4	$291K	Sell	12,230 -1,424	-10%	-$37K	0.05%	144
2018 Q3	$377K	Buy	13,654 +56	+0.4%	+$1.57K	0.06%	132
2018 Q2	$362K	Buy	+13,598	New	+$375K	0.06%	131

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

Doyle Wealth Management's XLF Position: Q2 2020 in Review

Doyle Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2020, closing a stake of 12,644 shares — an estimated $263K sold.

Doyle Wealth Management first reported a position in XLF in Q2 2018 and held it in 8 quarters. The position peaked at $418K in Q4 2019. 994 funds tracked by Wall St. Rank hold XLF as of Q2 2020.

Doyle Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2020 after selling out during the quarter.
Doyle Wealth Management sold 12,644 State Street Financial Select Sector SPDR ETF shares in Q2 2020, an estimated $263K.
Doyle Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2018 and held it in 8 quarters.
Doyle Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $418K in Q4 2019.
994 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2020.

Based on Doyle Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.