Pacific Financial Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Pacific Financial Group’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	-18,380	Closed	-$566K	–	82
2019 Q4	$566K	Buy	+18,380	New	+$539K	0.06%	68
2019 Q1	–	Sell	-58,858	Closed	-$1.4M	–	75
2018 Q4	$1.4M	Buy	+58,858	New	+$1.53M	0.22%	36
2016 Q2	$1.06M	Buy	+52,796	New	+$1.07M	1.9%	15
2015 Q4	$908K	Sell	43,407 -66,781	-61%	-$1.41M	1.69%	17
2015 Q3	$2.19M	Buy	110,188 +41,160	+60%	+$872K	2.87%	9
2015 Q2	$1.48M	Sell	69,028 -13,016	-16%	-$281K	1.68%	15
2015 Q1	$1.74M	Sell	82,044 -675,825	-89%	-$14.3M	2.26%	16
2014 Q4	$16.5M	Buy	+757,869	New	+$15.9M	4.87%	7
2013 Q4	–	Sell	-14,644	Closed	-$255K	–	59
2013 Q3	$255K	Sell	14,644 -27,103	-65%	-$481K	0.18%	34
2013 Q2	$712K	Buy	+41,747	New	+$700K	1.56%	17

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pacific Financial Group's XLF Position: Q1 2020 in Review

Pacific Financial Group sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2020, closing a stake of 18,380 shares — an estimated $566K sold.

Pacific Financial Group first reported a position in XLF in Q2 2013 and held it in 10 quarters. The position peaked at $16.5M in Q4 2014. 972 funds tracked by Wall St. Rank hold XLF as of Q1 2020.

Pacific Financial Group reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Pacific Financial Group sold 18,380 State Street Financial Select Sector SPDR ETF shares in Q1 2020, an estimated $566K.
Pacific Financial Group first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and held it in 10 quarters.
Pacific Financial Group's State Street Financial Select Sector SPDR ETF position peaked at $16.5M in Q4 2014.
972 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2020.

Based on Pacific Financial Group's 13F filing for Q1 2020, filed 8 Apr 2020.