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

Lyons 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
2019 Q4	$286K	Sell	9,329 -439	-4%	-$12.9K	0.84%	11
2019 Q3	$274K	Sell	9,768 -380	-4%	-$10.5K	0.71%	16
2019 Q2	$281K	Sell	10,148 -507	-5%	-$13.7K	0.67%	17
2019 Q1	$278K	Buy	10,655 +310	+3%	+$8K	0.78%	11
2018 Q4	$247K	Sell	10,345 -1,674	-14%	-$43.5K	0.81%	35
2018 Q3	$332K	Sell	12,019 -639	-5%	-$17.9K	0.66%	36
2018 Q2	$337K	Buy	12,658 +237	+2%	+$6.54K	0.48%	33
2018 Q1	$344K	Buy	12,421 +1,060	+9%	+$30.5K	0.52%	37
2017 Q4	$319K	Sell	11,361 -1,073	-9%	-$28.9K	0.52%	37
2017 Q3	$324K	Sell	12,434 -680	-5%	-$17K	0.49%	37
2017 Q2	$321K	Buy	+13,114	New	+$311K	0.45%	45
2016 Q2	–	Sell	-12,932	Closed	-$256K	–	72
2016 Q1	$256K	Sell	12,932 -91	-0.7%	-$1.73K	0.37%	39
2015 Q4	$270K	Buy	+13,023	New	+$274K	0.34%	46

Other funds holding XLF

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

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

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

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Lyons Wealth Management's XLF Position: Q4 2019 in Review

Lyons Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 4.5% in Q4 2019, selling an estimated $12.9K and leaving 9,329 shares worth $286K. The position accounts for 0.84% of the portfolio, ranked #11.

Lyons Wealth Management first reported a position in XLF in Q4 2015 and has held it in 13 quarters since. The position peaked at $344K in Q1 2018. 1,124 funds tracked by Wall St. Rank hold XLF as of Q4 2019.

Lyons Wealth Management held 9,329 shares of State Street Financial Select Sector SPDR ETF worth $286K as of Q4 2019.
Lyons Wealth Management sold 439 State Street Financial Select Sector SPDR ETF shares in Q4 2019, an estimated $12.9K.
State Street Financial Select Sector SPDR ETF made up 0.84% of Lyons Wealth Management's portfolio in Q4 2019, its #11 holding.
Lyons Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2015 and has held it in 13 quarters since.
Lyons Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $344K in Q1 2018.
1,124 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2019.

Based on Lyons Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.