Engrave Wealth Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Engrave Wealth Partners’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 Q3	–	Sell	-694	Closed	-$16K	–	425
2020 Q2	$16K	Sell	694 -4,666	-87%	-$106K	0.01%	205
2020 Q1	$111K	Buy	5,360 +32	+0.6%	+$881	0.13%	56
2019 Q4	$164K	Buy	+5,328	New	+$156K	0.16%	50

Other funds holding XLF

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

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

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

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

Engrave Wealth Partners's XLF Position: Q3 2020 in Review

Engrave Wealth Partners sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2020, closing a stake of 694 shares — an estimated $16K sold.

Engrave Wealth Partners first reported a position in XLF in Q4 2019 and held it in 3 quarters. The position peaked at $164K in Q4 2019. 971 funds tracked by Wall St. Rank hold XLF as of Q3 2020.

Engrave Wealth Partners reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2020 after selling out during the quarter.
Engrave Wealth Partners sold 694 State Street Financial Select Sector SPDR ETF shares in Q3 2020, an estimated $16K.
Engrave Wealth Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and held it in 3 quarters.
Engrave Wealth Partners's State Street Financial Select Sector SPDR ETF position peaked at $164K in Q4 2019.
971 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.