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PCA
Personal Capital Advisors’s
State Street Financial Select Sector SPDR ETF
XLF
Stock Holding History
Personal Capital Advisors’s Portfolio
XLF Stock Details
XLF Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
$909K
Buy
26,591
+3,959
+17%
+$134K
﹤0.01%
244
2022
Q3
$687K
Sell
22,632
-866
-4%
-$28.6K
﹤0.01%
254
2022
Q2
$739K
Sell
23,498
-2,476
-10%
-$85.6K
﹤0.01%
252
2022
Q1
$995K
Sell
25,974
-8,525
-25%
-$333K
﹤0.01%
249
2021
Q4
$1.36M
Buy
34,499
+532
+2%
+$20.9K
0.01%
251
2021
Q3
$1.27M
Buy
33,967
+4,658
+16%
+$174K
0.01%
243
2021
Q2
$1.07M
Sell
29,309
-3,151
-10%
-$115K
0.01%
251
2021
Q1
$1.1M
Buy
32,460
+261
+0.8%
+$8.38K
0.01%
250
2020
Q4
$949K
Sell
32,199
-262,244
-89%
-$7.02M
0.01%
254
2020
Q3
$7.09M
Buy
294,443
+258,593
+721%
+$6.29M
0.05%
148
2020
Q2
$830K
Buy
35,850
+21,769
+155%
+$494K
0.01%
235
2020
Q1
$33.4M
Buy
14,081
+685
+5%
+$18.9K
0.33%
66
2019
Q4
$412K
Buy
13,396
+1,761
+15%
+$51.7K
﹤0.01%
285
2019
Q3
$325K
Sell
11,635
-135
-1%
-$3.73K
﹤0.01%
282
2019
Q2
$325K
Buy
11,770
+1,025
+10%
+$27.8K
﹤0.01%
266
2019
Q1
$276K
Sell
10,745
-77
-0.7%
-$1.99K
﹤0.01%
281
2018
Q4
$258K
Buy
+10,822
New
+$281K
﹤0.01%
274
2017
Q1
–
Sell
-12,491
Closed
-$290K
–
219
2016
Q4
$290K
Buy
+12,491
New
+$268K
0.01%
158
Other funds holding XLF
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Toronto Dominion Bank
Toronto, Ontario, Ontario, Canada
$51.9B AUM
40.86%
1-Year Est. Return
AWA
Arete Wealth Advisors
Chicago, Illinois
$1.33B AUM
25.12%
1-Year Est. Return
California Public Employees Retirement System
Sacramento, California
$162B AUM
25.78%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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