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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-6,866
Closed -$211K 96
2019
Q4
$211K Buy
+6,866
New +$202K 0.1% 79
2019
Q1
Sell
-6,944
Closed -$165K 310
2018
Q4
$165K Buy
+6,944
New +$180K 0.12% 84

Other funds holding XLF

ERTS Wealth Advisors's XLF Position: Q1 2020 in Review

ERTS Wealth Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2020, closing a stake of 6,866 shares — an estimated $211K sold.

ERTS Wealth Advisors first reported a position in XLF in Q4 2018 and held it in 2 quarters. The position peaked at $211K in Q4 2019. 972 funds tracked by Wall St. Rank hold XLF as of Q1 2020.

  • ERTS Wealth Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
  • ERTS Wealth Advisors sold 6,866 State Street Financial Select Sector SPDR ETF shares in Q1 2020, an estimated $211K.
  • ERTS Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and held it in 2 quarters.
  • ERTS Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $211K in Q4 2019.
  • 972 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2020.

Based on ERTS Wealth Advisors's 13F filing for Q1 2020, filed 15 May 2020.