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

MinichMacGregor 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 Q2	–	Sell	-32,535	Closed	-$704K	–	121
2020 Q1	$704K	Buy	+32,535	New	+$896K	0.63%	46
2018 Q1	–	Sell	-500	Closed	-$13K	–	564
2017 Q4	$13K	Buy	+500	New	+$13.5K	0.01%	269
2017 Q3	–	Sell	-300	Closed	-$7K	–	530
2017 Q2	$7K	Buy	+300	New	+$7.12K	0.01%	325
2016 Q2	–	Sell	-570	Closed	-$11K	–	473
2016 Q1	$11K	Buy	+570	New	+$10.9K	0.01%	240

Other funds holding XLF

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

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

MinichMacGregor Wealth Management's XLF Position: Q2 2020 in Review

MinichMacGregor Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2020, closing a stake of 32,535 shares — an estimated $704K sold.

MinichMacGregor Wealth Management first reported a position in XLF in Q1 2016 and held it in 4 quarters. The position peaked at $704K in Q1 2020. 994 funds tracked by Wall St. Rank hold XLF as of Q2 2020.

MinichMacGregor Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2020 after selling out during the quarter.
MinichMacGregor Wealth Management sold 32,535 State Street Financial Select Sector SPDR ETF shares in Q2 2020, an estimated $704K.
MinichMacGregor Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2016 and held it in 4 quarters.
MinichMacGregor Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $704K in Q1 2020.
994 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2020.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2020, filed 5 Aug 2020.