Shine Investment Advisory Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Shine Investment Advisory Services’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	$627K	Buy	26,066 +89	+0.3%	+$2.17K	0.21%	58
2020 Q2	$601K	Buy	25,977 +100	+0.4%	+$2.27K	0.22%	58
2020 Q1	$539K	Buy	25,877 +4,171	+19%	+$115K	0.25%	58
2019 Q4	$668K	Buy	21,706 +56	+0.3%	+$1.64K	0.27%	59
2019 Q3	$606K	Buy	21,650 +56	+0.3%	+$1.55K	0.29%	53
2019 Q2	$596K	Sell	21,594 -46	-0.2%	-$1.25K	0.28%	55
2019 Q1	$556K	Buy	21,640 +157	+0.7%	+$4.05K	0.26%	56
2018 Q4	$512K	Buy	21,483 +66	+0.3%	+$1.71K	0.25%	59
2018 Q3	$591K	Buy	21,417 +48	+0.2%	+$1.34K	0.31%	52
2018 Q2	$568K	Buy	21,369 +47	+0.2%	+$1.3K	0.29%	53
2018 Q1	$588K	Buy	21,322 +39	+0.2%	+$1.12K	0.31%	48
2017 Q4	$594K	Buy	21,283 +48	+0.2%	+$1.29K	0.3%	48
2017 Q3	$549K	Sell	21,235 -159	-0.7%	-$3.97K	0.29%	54
2017 Q2	$528K	Buy	21,394 +242	+1%	+$5.74K	0.27%	52
2017 Q1	$502K	Buy	21,152 +40	+0.2%	+$958	0.33%	43
2016 Q4	$491K	Buy	21,112 +9,331	+79%	+$200K	0.41%	30
2016 Q3	$227K	Buy	11,781 +43	+0.4%	+$887	0.2%	32
2016 Q2	$235K	Buy	11,738 +65	+0.6%	+$1.32K	0.27%	29
2016 Q1	$231K	Sell	11,673 -38,668	-77%	-$737K	0.26%	29
2015 Q4	$1.05M	Buy	50,341 +38,803	+336%	+$817K	1.04%	17
2015 Q3	$230K	Buy	+11,538	New	+$245K	0.26%	30
2015 Q2	–	Sell	-11,428	Closed	-$242K	–	29
2015 Q1	$242K	Buy	+11,428	New	+$242K	0.22%	28

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

Shine Investment Advisory Services's XLF Position: Q3 2020 in Review

Shine Investment Advisory Services increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.34% in Q3 2020, buying an estimated $2.17K and bringing the position to 26,066 shares worth $627K. The position accounts for 0.21% of the portfolio, ranked #58.

Shine Investment Advisory Services first reported a position in XLF in Q1 2015 and has held it in 22 quarters since. The position peaked at $1.05M in Q4 2015. 971 funds tracked by Wall St. Rank hold XLF as of Q3 2020.

Shine Investment Advisory Services held 26,066 shares of State Street Financial Select Sector SPDR ETF worth $627K as of Q3 2020.
Shine Investment Advisory Services bought 89 State Street Financial Select Sector SPDR ETF shares in Q3 2020, an estimated $2.17K.
State Street Financial Select Sector SPDR ETF made up 0.21% of Shine Investment Advisory Services's portfolio in Q3 2020, its #58 holding.
Shine Investment Advisory Services first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2015 and has held it in 22 quarters since.
Shine Investment Advisory Services's State Street Financial Select Sector SPDR ETF position peaked at $1.05M in Q4 2015.
971 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.