Rowland Carmichael Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Rowland Carmichael 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	$12K	Buy	+400	New	+$10.7K	﹤0.01%	351
2020 Q1	–	Sell	-400	Closed	-$12K	–	364
2019 Q4	$12K	Hold	400	–	–	﹤0.01%	337
2019 Q3	$11K	Buy	+400	New	+$11K	﹤0.01%	337
2016 Q2	–	Sell	-6,031	Closed	-$119K	–	316
2016 Q1	$119K	Buy	+6,031	New	+$115K	0.11%	149

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

Rowland Carmichael Advisors's XLF Position: Q4 2020 in Review

Rowland Carmichael Advisors opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q4 2020: 400 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #351 among its holdings. This is a return to the name: Rowland Carmichael Advisors previously reported a position in XLF as recently as Q4 2019.

Rowland Carmichael Advisors first reported a position in XLF in Q1 2016 and has held it in 4 quarters since. The position peaked at $119K in Q1 2016. 1,115 funds tracked by Wall St. Rank hold XLF as of Q4 2020.

Rowland Carmichael Advisors held 400 shares of State Street Financial Select Sector SPDR ETF worth $12K as of Q4 2020.
State Street Financial Select Sector SPDR ETF was a new Rowland Carmichael Advisors position in Q4 2020.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #351 holding.
Rowland Carmichael Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2016 and has held it in 4 quarters since.
Rowland Carmichael Advisors's State Street Financial Select Sector SPDR ETF position peaked at $119K in Q1 2016.
1,115 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.