Taylor Hoffman Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Taylor Hoffman 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 Q3	–	Sell	-1,250	Closed	-$29K	–	376
2020 Q2	$29K	Buy	+1,250	New	+$28.4K	0.02%	231
2020 Q1	–	Sell	-1,250	Closed	-$38K	–	397
2019 Q4	$38K	Hold	1,250	–	–	0.02%	226
2019 Q3	$35K	Hold	1,250	–	–	0.02%	230
2019 Q2	$35K	Hold	1,250	–	–	0.03%	216
2019 Q1	$32K	Hold	1,250	–	–	0.02%	224
2018 Q4	$30K	Hold	1,250	–	–	0.03%	210
2018 Q3	$34K	Hold	1,250	–	–	0.03%	211
2018 Q2	$33K	Hold	1,250	–	–	0.03%	204
2018 Q1	$34K	Hold	1,250	–	–	0.03%	209
2017 Q4	$35K	Buy	+1,250	New	+$33.6K	0.03%	208

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

Taylor Hoffman Wealth Management's XLF Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2020, closing a stake of 1,250 shares — an estimated $29K sold.

Taylor Hoffman Wealth Management first reported a position in XLF in Q4 2017 and held it in 10 quarters. The position peaked at $38K in Q4 2019. 970 funds tracked by Wall St. Rank hold XLF as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 1,250 State Street Financial Select Sector SPDR ETF shares in Q3 2020, an estimated $29K.
Taylor Hoffman Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and held it in 10 quarters.
Taylor Hoffman Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $38K in Q4 2019.
970 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.