Santori & Peters Inc’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Santori & Peters Inc’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 Q2	–	Sell	-20,981	Closed	-$539K	–	81
2019 Q1	$539K	Buy	20,981 +619	+3%	+$16K	0.45%	26
2018 Q4	$485K	Buy	20,362 +1,826	+10%	+$47.4K	0.43%	30
2018 Q3	$511K	Buy	18,536 +4,367	+31%	+$122K	0.4%	27
2018 Q2	$376K	Buy	+14,169	New	+$391K	0.33%	32
2018 Q1	–	Sell	-4,541	Closed	-$125K	–	537
2017 Q4	$125K	Buy	+4,541	New	+$122K	0.11%	64

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

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

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Santori & Peters Inc's XLF Position: Q2 2019 in Review

Santori & Peters Inc sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2019, closing a stake of 20,981 shares — an estimated $539K sold.

Santori & Peters Inc first reported a position in XLF in Q4 2017 and held it in 5 quarters. The position peaked at $539K in Q1 2019. 977 funds tracked by Wall St. Rank hold XLF as of Q2 2019.

Santori & Peters Inc reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2019 after selling out during the quarter.
Santori & Peters Inc sold 20,981 State Street Financial Select Sector SPDR ETF shares in Q2 2019, an estimated $539K.
Santori & Peters Inc first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and held it in 5 quarters.
Santori & Peters Inc's State Street Financial Select Sector SPDR ETF position peaked at $539K in Q1 2019.
977 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2019.

Based on Santori & Peters Inc's 13F filing for Q2 2019, filed 30 Jul 2019.