Hobart Private Capital’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Hobart Private Capital’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	-25,532	Closed	-$591K	–	160
2020 Q2	$591K	Buy	25,532 +13,542	+113%	+$308K	0.33%	72
2020 Q1	$250K	Sell	11,990 -508	-4%	-$14K	0.17%	134
2019 Q4	$385K	Buy	+12,498	New	+$367K	0.24%	122
2019 Q2	–	Sell	-22,116	Closed	-$569K	–	177
2019 Q1	$569K	Buy	22,116 +582	+3%	+$15K	0.43%	66
2018 Q4	$513K	Sell	21,534 -12,475	-37%	-$324K	0.44%	67
2018 Q3	$938K	Sell	34,009 -2,657	-7%	-$74.3K	0.72%	45
2018 Q2	$975K	Sell	36,666 -10,242	-22%	-$282K	0.79%	43
2018 Q1	$1.29M	Buy	46,908 +90	+0.2%	+$2.59K	1.13%	27
2017 Q4	$1.31M	Buy	+46,818	New	+$1.26M	1.16%	28

Other funds holding XLF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Hobart Private Capital's XLF Position: Q3 2020 in Review

Hobart Private Capital sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2020, closing a stake of 25,532 shares — an estimated $591K sold.

Hobart Private Capital first reported a position in XLF in Q4 2017 and held it in 9 quarters. The position peaked at $1.31M in Q4 2017. 970 funds tracked by Wall St. Rank hold XLF as of Q3 2020.

Hobart Private Capital reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2020 after selling out during the quarter.
Hobart Private Capital sold 25,532 State Street Financial Select Sector SPDR ETF shares in Q3 2020, an estimated $591K.
Hobart Private Capital first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and held it in 9 quarters.
Hobart Private Capital's State Street Financial Select Sector SPDR ETF position peaked at $1.31M in Q4 2017.
970 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2020.

Based on Hobart Private Capital's 13F filing for Q3 2020, filed 11 Mar 2024.