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

Foresight 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
Q1 		– Sell
-9,476
Closed -$292K – 129
2019
Q4 		$292K Sell
9,476
-3,719
-28% -$109K 0.18% 73
2019
Q3 		$369K Sell
13,195
-3,945
-23% -$109K 0.27% 63
2019
Q2 		$473K Sell
17,140
-11,618
-40% -$315K 0.36% 59
2019
Q1 		$765K Sell
28,758
-10,062
-26% -$260K 0.66% 44
2018
Q4 		$925K Buy
+38,820
New +$1.01M 0.98% 28

Other funds holding XLF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return