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

Northstar 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 Q3	–	Sell	-16,288	Closed	-$376K	–	185
2020 Q2	$376K	Sell	16,288 -6,662	-29%	-$151K	0.16%	120
2020 Q1	$477K	Sell	22,950 -2,856	-11%	-$78.6K	0.24%	92
2019 Q4	$794K	Sell	25,806 -1,579	-6%	-$46.3K	0.33%	87
2019 Q3	$767K	Sell	27,385 -750	-3%	-$20.7K	0.34%	86
2019 Q2	$777K	Sell	28,135 -1,079	-4%	-$29.2K	0.35%	86
2019 Q1	$751K	Buy	29,214 +5,038	+21%	+$130K	0.34%	80
2018 Q4	$576K	Sell	24,176 -616	-2%	-$16K	0.3%	91
2018 Q3	$683K	Buy	24,792 +200	+0.8%	+$5.6K	0.33%	88
2018 Q2	$653K	Sell	24,592 -18,559	-43%	-$512K	0.33%	91
2018 Q1	$1.19M	Sell	43,151 -44,843	-51%	-$1.29M	0.61%	51
2017 Q4	$2.5M	Buy	87,994 +6,118	+7%	+$165K	2.22%	6
2017 Q3	$2.15M	Sell	81,876 -8,895	-10%	-$222K	2.1%	8
2017 Q2	$2.27M	Buy	90,771 +6,159	+7%	+$146K	2.07%	9
2017 Q1	$1.99M	Buy	+84,612	New	+$2.03M	1.85%	11

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 $1.44B AUM 23.16% 1-Year Est. Return

Northstar Wealth Partners's XLF Position: Q3 2020 in Review

Northstar Wealth Partners sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2020, closing a stake of 16,288 shares — an estimated $376K sold.

Northstar Wealth Partners first reported a position in XLF in Q1 2017 and held it in 14 quarters. The position peaked at $2.5M in Q4 2017. 971 funds tracked by Wall St. Rank hold XLF as of Q3 2020.

Northstar Wealth Partners reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2020 after selling out during the quarter.
Northstar Wealth Partners sold 16,288 State Street Financial Select Sector SPDR ETF shares in Q3 2020, an estimated $376K.
Northstar Wealth Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2017 and held it in 14 quarters.
Northstar Wealth Partners's State Street Financial Select Sector SPDR ETF position peaked at $2.5M in Q4 2017.
971 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.