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MYCIO Wealth Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

MYCIO Wealth Partners’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
-36,385
Closed -$1.12M – 422
2019
Q4 		$1.12M Sell
36,385
-10,183
-22% -$299K 0.07% 120
2019
Q3 		$1.3M Buy
46,568
+755
+2% +$20.8K 0.1% 95
2019
Q2 		$1.26M Buy
45,813
+478
+1% +$12.9K 0.1% 91
2019
Q1 		$1.17M Buy
45,335
+5,646
+14% +$146K 0.1% 89
2018
Q4 		$1.18M Sell
39,689
-35,505
-47% -$922K 0.11% 84
2018
Q3 		$2.07M Buy
75,194
+626
+0.8% +$17.5K 0.2% 48
2018
Q2 		$1.98M Buy
74,568
+10,603
+17% +$292K 0.2% 50
2018
Q1 		$1.76M Buy
63,965
+30,888
+93% +$890K 0.2% 46
2017
Q4 		$923K Buy
33,077
+8,896
+37% +$239K 0.1% 83
2017
Q3 		$625K Sell
24,181
-1,860
-7% -$46.4K 0.07% 116
2017
Q2 		$642K Sell
26,041
-3,782
-13% -$89.8K 0.08% 111
2017
Q1 		$708K Buy
29,823
+9,228
+45% +$221K 0.09% 109
2016
Q4 		$479K Buy
20,595
+657
+3% +$14.1K 0.06% 124
2016
Q3 		$385K Sell
19,938
-2,707
-12% -$55.8K 0.06% 116
2016
Q2 		$454K Buy
22,645
+61
+0.3% +$1.24K 0.08% 103
2016
Q1 		$446K Buy
22,584
+62
+0.3% +$1.18K 0.08% 107
2015
Q4 		$471K Sell
22,522
-505
-2% -$10.6K 0.08% 94
2015
Q3 		$458K Buy
23,027
+629
+3% +$13.3K 0.09% 84
2015
Q2 		$479K Buy
22,398
+49
+0.2% +$1.06K 0.09% 86
2015
Q1 		$473K Buy
22,349
+41
+0.2% +$867 0.1% 84
2014
Q4 		$484K Buy
22,308
+55
+0.2% +$1.15K 0.1% 82
2014
Q3 		$453K Buy
22,253
+89
+0.4% +$1.8K 0.11% 79
2014
Q2 		$442K Buy
22,164
+40
+0.2% +$779 0.1% 82
2014
Q1 		$434K Buy
22,124
+48
+0.2% +$916 0.11% 83
2013
Q4 		$424K Sell
22,076
-7,930
-26% -$146K 0.11% 85
2013
Q3 		$524K Sell
30,006
-1,326
-4% -$23.5K 0.14% 67
2013
Q2 		$535K Buy
+31,332
New +$525K 0.15% 63

Other funds holding XLF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MYCIO Wealth Partners's XLF Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2020, closing a stake of 36,385 shares — an estimated $1.12M sold.

MYCIO Wealth Partners first reported a position in XLF in Q2 2013 and held it in 27 quarters. The position peaked at $2.07M in Q3 2018. 972 funds tracked by Wall St. Rank hold XLF as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 36,385 State Street Financial Select Sector SPDR ETF shares in Q1 2020, an estimated $1.12M.
  • MYCIO Wealth Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and held it in 27 quarters.
  • MYCIO Wealth Partners's State Street Financial Select Sector SPDR ETF position peaked at $2.07M in Q3 2018.
  • 972 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.