Peloton Wealth Strategists’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Peloton Wealth Strategists’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
2019 Q3	–	Sell	-13,105	Closed	-$362K	–	72
2019 Q2	$362K	Hold	13,105	–	–	0.24%	57
2019 Q1	$337K	Sell	13,105 -78,977	-86%	-$2.04M	0.23%	59
2018 Q4	$2.19M	Buy	92,082 +2,132	+2%	+$55.4K	1.78%	27
2018 Q3	$2.48M	Buy	+89,950	New	+$2.52M	1.71%	27
2018 Q1	–	Sell	-97,117	Closed	-$2.71M	–	68
2017 Q4	$2.71M	Buy	+97,117	New	+$2.61M	2.02%	20

Other funds holding XLF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Peloton Wealth Strategists's XLF Position: Q3 2019 in Review

Peloton Wealth Strategists sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2019, closing a stake of 13,105 shares — an estimated $362K sold.

Peloton Wealth Strategists first reported a position in XLF in Q4 2017 and held it in 5 quarters. The position peaked at $2.71M in Q4 2017. 987 funds tracked by Wall St. Rank hold XLF as of Q3 2019.

Peloton Wealth Strategists reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2019 after selling out during the quarter.
Peloton Wealth Strategists sold 13,105 State Street Financial Select Sector SPDR ETF shares in Q3 2019, an estimated $362K.
Peloton Wealth Strategists first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and held it in 5 quarters.
Peloton Wealth Strategists's State Street Financial Select Sector SPDR ETF position peaked at $2.71M in Q4 2017.
987 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2019.

Based on Peloton Wealth Strategists's 13F filing for Q3 2019, filed 13 Nov 2019.