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

Johanson Financial Advisors’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	-1,933	Closed	-$59.5K	–	253
2019 Q4	$59.5K	Buy	+1,933	New	+$56.7K	0.03%	162
2016 Q2	–	Sell	-10,312	Closed	-$203K	–	74
2016 Q1	$203K	Sell	10,312 -2,980	-22%	-$56.8K	0.25%	66
2015 Q4	$278K	Buy	+13,292	New	+$280K	0.36%	57

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

Johanson Financial Advisors's XLF Position: Q1 2020 in Review

Johanson Financial Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2020, closing a stake of 1,933 shares — an estimated $59.5K sold.

Johanson Financial Advisors first reported a position in XLF in Q4 2015 and held it in 3 quarters. The position peaked at $278K in Q4 2015. 973 funds tracked by Wall St. Rank hold XLF as of Q1 2020.

Johanson Financial Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Johanson Financial Advisors sold 1,933 State Street Financial Select Sector SPDR ETF shares in Q1 2020, an estimated $59.5K.
Johanson Financial Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2015 and held it in 3 quarters.
Johanson Financial Advisors's State Street Financial Select Sector SPDR ETF position peaked at $278K in Q4 2015.
973 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2020.

Based on Johanson Financial Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.