Sunflower Bank Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Sunflower Bank Wealth 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 Q1	–	Sell	-6,979	Closed	-$215K	–	132
2019 Q4	$215K	Sell	6,979 -225	-3%	-$6.6K	0.07%	124
2019 Q3	$202K	Buy	+7,204	New	+$199K	0.06%	129
2017 Q3	–	Sell	-171,776	Closed	-$4.24M	–	101
2017 Q2	$4.24M	Buy	+171,776	New	+$4.08M	1.44%	14
2016 Q4	–	Sell	-82,863	Closed	-$1.6M	–	91
2016 Q3	$1.6M	Buy	+82,863	New	+$1.71M	0.58%	35
2015 Q1	–	Sell	-185,406	Closed	-$4.02M	–	102
2014 Q4	$4.02M	Buy	185,406 +12,459	+7%	+$261K	1.28%	15
2014 Q3	$3.52M	Buy	+172,947	New	+$3.49M	1.2%	16
2014 Q2	–	Sell	-19,506	Closed	-$383K	–	102
2014 Q1	$383K	Buy	19,506 +1,447	+8%	+$27.6K	0.19%	72
2013 Q4	$347K	Sell	18,059 -121,229	-87%	-$2.23M	0.18%	68
2013 Q3	$2.43M	Buy	+139,288	New	+$2.47M	1.32%	16

Other funds holding XLF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sunflower Bank Wealth Management's XLF Position: Q1 2020 in Review

Sunflower Bank Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2020, closing a stake of 6,979 shares — an estimated $215K sold.

Sunflower Bank Wealth Management first reported a position in XLF in Q3 2013 and held it in 9 quarters. The position peaked at $4.24M in Q2 2017. 973 funds tracked by Wall St. Rank hold XLF as of Q1 2020.

Sunflower Bank Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Sunflower Bank Wealth Management sold 6,979 State Street Financial Select Sector SPDR ETF shares in Q1 2020, an estimated $215K.
Sunflower Bank Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2013 and held it in 9 quarters.
Sunflower Bank Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $4.24M in Q2 2017.
973 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q1 2020, filed 7 May 2020.