Lucia Wealth Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Lucia Wealth Services’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	$205K	Buy	8,500 +700	+9%	+$17K	0.05%	124
2020 Q2	$180K	Hold	7,800	–	–	0.05%	124
2020 Q1	$162K	Buy	7,800 +1,300	+20%	+$35.8K	0.05%	137
2019 Q4	$200K	Buy	6,500 +2,500	+63%	+$73.4K	0.06%	116
2019 Q3	$112K	Hold	4,000	–	–	0.04%	114
2019 Q2	$110K	Hold	4,000	–	–	0.04%	125
2019 Q1	$103K	Buy	4,000 +1,000	+33%	+$25.8K	0.04%	140
2018 Q4	$71K	Sell	3,000 -1,168	-28%	-$30.3K	0.03%	137
2018 Q3	$115K	Hold	4,168	–	–	0.04%	159
2018 Q2	$111K	Buy	4,168 +1,068	+34%	+$29.5K	0.05%	140
2018 Q1	$85K	Buy	+3,100	New	+$89.3K	0.03%	130

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

Lucia Wealth Services's XLF Position: Q3 2020 in Review

Lucia Wealth Services increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 9% in Q3 2020, buying an estimated $17K and bringing the position to 8,500 shares worth $205K. The position accounts for 0.05% of the portfolio, ranked #124.

Lucia Wealth Services first reported a position in XLF in Q1 2018 and has held it in 11 quarters since. 970 funds tracked by Wall St. Rank hold XLF as of Q3 2020.

Lucia Wealth Services held 8,500 shares of State Street Financial Select Sector SPDR ETF worth $205K as of Q3 2020.
Lucia Wealth Services bought 700 State Street Financial Select Sector SPDR ETF shares in Q3 2020, an estimated $17K.
State Street Financial Select Sector SPDR ETF made up 0.05% of Lucia Wealth Services's portfolio in Q3 2020, its #124 holding.
Lucia Wealth Services first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2018 and has held it in 11 quarters since.
970 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.