Monument Capital Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Monument Capital 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 Q3	–	Sell	-81,524	Closed	-$1.89M	–	101
2020 Q2	$1.89M	Buy	+81,524	New	+$1.85M	1.11%	49
2018 Q4	–	Sell	-76,243	Closed	-$2.1M	–	311
2018 Q3	$2.1M	Buy	76,243 +7,843	+11%	+$219K	1.18%	45
2018 Q2	$1.82M	Sell	68,400 -111,062	-62%	-$3.06M	1.26%	39
2018 Q1	$4.84M	Buy	179,462 +1,927	+1%	+$55.5K	3.31%	5
2017 Q4	$4.96M	Buy	+177,535	New	+$4.78M	3.5%	5

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

Monument Capital Management's XLF Position: Q3 2020 in Review

Monument Capital Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2020, closing a stake of 81,524 shares — an estimated $1.89M sold.

Monument Capital Management first reported a position in XLF in Q4 2017 and held it in 5 quarters. The position peaked at $4.96M in Q4 2017. 971 funds tracked by Wall St. Rank hold XLF as of Q3 2020.

Monument Capital Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2020 after selling out during the quarter.
Monument Capital Management sold 81,524 State Street Financial Select Sector SPDR ETF shares in Q3 2020, an estimated $1.89M.
Monument Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and held it in 5 quarters.
Monument Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $4.96M in Q4 2017.
971 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2020.

Based on Monument Capital Management's 13F filing for Q3 2020, filed 23 Oct 2020.