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Paces Ferry Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Paces Ferry Wealth Advisors’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
Q4 		– Sell
-592
Closed -$14K – 1127
2020
Q3 		$14K Buy
+592
New +$14.4K 0.01% 400

Other funds holding XLF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Paces Ferry Wealth Advisors's XLF Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2020, closing a stake of 592 shares — an estimated $14K sold.

Paces Ferry Wealth Advisors first reported a position in XLF in Q3 2020 and held it in 1 quarter. The position peaked at $14K in Q3 2020. 1,115 funds tracked by Wall St. Rank hold XLF as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 592 State Street Financial Select Sector SPDR ETF shares in Q4 2020, an estimated $14K.
  • Paces Ferry Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $14K in Q3 2020.
  • 1,115 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.