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Tobias Financial Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Tobias Financial Advisors’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
-2,856
Closed -$87K – 301
2019
Q4 		$87K Buy
+2,856
New +$83.8K 0.06% 71

Other funds holding XLF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tobias Financial Advisors's XLF Position: Q1 2020 in Review

Tobias Financial Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2020, closing a stake of 2,856 shares — an estimated $87K sold.

Tobias Financial Advisors first reported a position in XLF in Q4 2019 and held it in 1 quarter. The position peaked at $87K in Q4 2019. 972 funds tracked by Wall St. Rank hold XLF as of Q1 2020.

  • Tobias Financial Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
  • Tobias Financial Advisors sold 2,856 State Street Financial Select Sector SPDR ETF shares in Q1 2020, an estimated $87K.
  • Tobias Financial Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2019 and held it in 1 quarter.
  • Tobias Financial Advisors's State Street Financial Select Sector SPDR ETF position peaked at $87K in Q4 2019.
  • 972 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.