Private Wealth Advisors (Pennsylvania)’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Private Wealth Advisors (Pennsylvania)’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	$2.56M	Sell	86,821 -9,563	-10%	-$256K	1.46%	19
2020 Q3	$2.32M	Sell	96,384 -2,329	-2%	-$56.6K	1.48%	19
2020 Q2	$2.28M	Sell	98,713 -1,024	-1%	-$23.3K	1.56%	17
2020 Q1	$2.2M	Sell	99,737 -25,367	-20%	-$698K	1.67%	17
2019 Q4	$3.79M	Sell	125,104 -15,100	-11%	-$443K	2.02%	12
2019 Q3	$3.93M	Sell	140,204 -77,131	-35%	-$2.13M	2%	13
2019 Q2	$6M	Buy	217,335 +3,638	+2%	+$98.5K	2.13%	10
2019 Q1	$5.49M	Sell	213,697 -202	-0.1%	-$5.21K	2.05%	10
2018 Q4	$5.09M	Sell	213,899 -7,287	-3%	-$189K	2.21%	9
2018 Q3	$6.1M	Sell	221,186 -1,686	-0.8%	-$47.2K	2.25%	8
2018 Q2	$5.93M	Sell	222,872 -3,080	-1%	-$84.9K	2.36%	8
2018 Q1	$6.23M	Buy	225,952 +503	+0.2%	+$14.5K	2.5%	8
2017 Q4	$6.29M	Sell	225,449 -8,715	-4%	-$235K	2.44%	8
2017 Q3	$6.05M	Buy	234,164 +2,006	+0.9%	+$50.1K	2.49%	6
2017 Q2	$5.73M	Sell	232,158 -2,219	-0.9%	-$52.7K	2.45%	7
2017 Q1	$5.56M	Buy	234,377 +4,992	+2%	+$120K	2.49%	6
2016 Q4	$5.33M	Buy	229,385 +879	+0.4%	+$18.9K	2.48%	6
2016 Q3	$4.41M	Sell	228,506 -31,400	-12%	-$648K	2.09%	10
2016 Q2	$5.21M	Buy	259,906 +1,753	+0.7%	+$35.5K	2.56%	7
2016 Q1	$5.1M	Buy	258,153 +2,106	+0.8%	+$40.1K	2.71%	7
2015 Q4	$5.36M	Sell	256,047 -24,275	-9%	-$511K	3.01%	5
2015 Q3	$5.58M	Buy	280,322 +6,892	+3%	+$146K	2.79%	6
2015 Q2	$5.85M	Buy	273,430 +9,432	+4%	+$204K	2.66%	6
2015 Q1	$5.59M	Sell	263,998 -301	-0.1%	-$6.37K	2.61%	7
2014 Q4	$5.74M	Buy	264,299 +46,351	+21%	+$971K	2.77%	7
2014 Q3	$4.43M	Sell	217,948 -2,991	-1%	-$60.4K	2.34%	8
2014 Q2	$4.41M	Sell	220,939 -17	-0%	-$331	2.26%	8
2014 Q1	$4.33M	Buy	220,956 +213	+0.1%	+$4.07K	2.36%	9
2013 Q4	$4.24M	Sell	220,743 -5,208	-2%	-$95.8K	2.31%	8
2013 Q3	$3.95M	Buy	225,951 +90,075	+66%	+$1.6M	2.33%	8
2013 Q2	$2.32M	Buy	+135,876	New	+$2.28M	1.44%	18

Other funds holding XLF

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Private Wealth Advisors (Pennsylvania)'s XLF Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 9.9% in Q4 2020, selling an estimated $256K and leaving 86,821 shares worth $2.56M. The position accounts for 1.46% of the portfolio, ranked #19.

Private Wealth Advisors (Pennsylvania) first reported a position in XLF in Q2 2013 and has held it in 31 quarters since. The position peaked at $6.29M in Q4 2017. 1,115 funds tracked by Wall St. Rank hold XLF as of Q4 2020.

Private Wealth Advisors (Pennsylvania) held 86,821 shares of State Street Financial Select Sector SPDR ETF worth $2.56M as of Q4 2020.
Private Wealth Advisors (Pennsylvania) sold 9,563 State Street Financial Select Sector SPDR ETF shares in Q4 2020, an estimated $256K.
State Street Financial Select Sector SPDR ETF made up 1.46% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #19 holding.
Private Wealth Advisors (Pennsylvania) first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 31 quarters since.
Private Wealth Advisors (Pennsylvania)'s State Street Financial Select Sector SPDR ETF position peaked at $6.29M in Q4 2017.
1,115 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.