Seven Post Investment Office’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Seven Post Investment Office’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 Q3	–	Sell	-23,700	Closed	-$548K	–	46
2020 Q2	$548K	Hold	23,700	–	–	0.23%	26
2020 Q1	$493K	Hold	23,700	–	–	0.26%	22
2019 Q4	$729K	Buy	+23,700	New	+$696K	0.53%	14

Other funds holding XLF

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Seven Post Investment Office's XLF Position: Q3 2020 in Review

Seven Post Investment Office sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2020, closing a stake of 23,700 shares — an estimated $548K sold.

Seven Post Investment Office first reported a position in XLF in Q4 2019 and held it in 3 quarters. The position peaked at $729K in Q4 2019. 970 funds tracked by Wall St. Rank hold XLF as of Q3 2020.

Seven Post Investment Office reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2020 after selling out during the quarter.
Seven Post Investment Office sold 23,700 State Street Financial Select Sector SPDR ETF shares in Q3 2020, an estimated $548K.
Seven Post Investment Office first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and held it in 3 quarters.
Seven Post Investment Office's State Street Financial Select Sector SPDR ETF position peaked at $729K in Q4 2019.
970 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2020.

Based on Seven Post Investment Office's 13F filing for Q3 2020, filed 13 Nov 2020.