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

Litman Gregory 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	-603	Closed	-$19K	–	217
2019 Q4	$19K	Buy	+603	New	+$17.7K	﹤0.01%	127
2018 Q4	–	Sell	-92	Closed	-$3K	–	156
2018 Q3	$3K	Hold	92	–	–	﹤0.01%	109
2018 Q2	$2K	Hold	92	–	–	﹤0.01%	93
2018 Q1	$3K	Buy	+92	New	+$2.65K	﹤0.01%	159

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

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

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

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

APF

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Litman Gregory Wealth Management's XLF Position: Q1 2020 in Review

Litman Gregory Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2020, closing a stake of 603 shares — an estimated $19K sold.

Litman Gregory Wealth Management first reported a position in XLF in Q1 2018 and held it in 4 quarters. The position peaked at $19K in Q4 2019. 972 funds tracked by Wall St. Rank hold XLF as of Q1 2020.

Litman Gregory Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Litman Gregory Wealth Management sold 603 State Street Financial Select Sector SPDR ETF shares in Q1 2020, an estimated $19K.
Litman Gregory Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2018 and held it in 4 quarters.
Litman Gregory Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $19K in Q4 2019.
972 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2020.

Based on Litman Gregory Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.