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 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

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

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

Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

APF

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Foresight Wealth Management's XLF Position: Q1 2020 in Review

Foresight Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2020, closing a stake of 9,476 shares — an estimated $292K sold.

Foresight Wealth Management first reported a position in XLF in Q4 2018 and held it in 5 quarters. The position peaked at $925K in Q4 2018. 973 funds tracked by Wall St. Rank hold XLF as of Q1 2020.

Foresight Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Foresight Wealth Management sold 9,476 State Street Financial Select Sector SPDR ETF shares in Q1 2020, an estimated $292K.
Foresight Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and held it in 5 quarters.
Foresight Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $925K in Q4 2018.
973 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2020.

Based on Foresight Wealth Management's 13F filing for Q1 2020, filed 15 Apr 2020.