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Scopia Capital Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Scopia Capital Management’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 		– Sell
-387,141
Closed -$9.32M – 22
2020
Q3 		$9.32M Buy
+387,141
New +$9.42M 1.1% 17

Other funds holding XLF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
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

Scopia Capital Management's XLF Position: Q4 2020 in Review

Scopia Capital Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2020, closing a stake of 387,141 shares — an estimated $9.32M sold.

Scopia Capital Management first reported a position in XLF in Q3 2020 and held it in 1 quarter. The position peaked at $9.32M in Q3 2020. 1,115 funds tracked by Wall St. Rank hold XLF as of Q4 2020.

  • Scopia Capital Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2020 after selling out during the quarter.
  • Scopia Capital Management sold 387,141 State Street Financial Select Sector SPDR ETF shares in Q4 2020, an estimated $9.32M.
  • Scopia Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2020 and held it in 1 quarter.
  • Scopia Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $9.32M in Q3 2020.
  • 1,115 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2020.

Based on Scopia Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.