Squar Milner Financial Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Squar Milner Financial 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	–	Sell	-9,439	Closed	-$218K	–	201
2020 Q2	$218K	Buy	9,439 +914	+11%	+$20.8K	0.12%	191
2020 Q1	$177K	Hold	8,525	–	–	0.11%	180
2019 Q4	$262K	Buy	8,525 +84	+1%	+$2.46K	0.13%	161
2019 Q3	$203K	Sell	8,441 -84	-1%	-$2.32K	0.1%	211
2019 Q2	$235K	Hold	8,525	–	–	0.16%	143
2019 Q1	$219K	Hold	8,525	–	–	0.16%	152
2018 Q4	$203K	Sell	8,525 -161	-2%	-$4.18K	0.2%	133
2018 Q3	$240K	Buy	8,686 +1,739	+25%	+$48.7K	0.22%	125
2018 Q2	$185K	Buy	+6,947	New	+$192K	0.16%	171

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

Squar Milner Financial Services's XLF Position: Q3 2020 in Review

Squar Milner Financial Services sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2020, closing a stake of 9,439 shares — an estimated $218K sold.

Squar Milner Financial Services first reported a position in XLF in Q2 2018 and held it in 9 quarters. The position peaked at $262K in Q4 2019. 971 funds tracked by Wall St. Rank hold XLF as of Q3 2020.

Squar Milner Financial Services reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 9,439 State Street Financial Select Sector SPDR ETF shares in Q3 2020, an estimated $218K.
Squar Milner Financial Services first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2018 and held it in 9 quarters.
Squar Milner Financial Services's State Street Financial Select Sector SPDR ETF position peaked at $262K in Q4 2019.
971 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.