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

Torch 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
2019 Q4	$253K	Buy	8,232 +155	+2%	+$4.55K	0.14%	99
2019 Q3	$226K	Buy	8,077 +6	+0.1%	+$166	0.13%	101
2019 Q2	$223K	Sell	8,071 -593	-7%	-$16.1K	0.13%	97
2019 Q1	$223K	Sell	8,664 -170	-2%	-$4.39K	0.14%	98
2018 Q4	$210K	Buy	8,834 +7	+0.1%	+$182	0.15%	91
2018 Q3	$243K	Buy	8,827 +5	+0.1%	+$140	0.15%	95
2018 Q2	$235K	Sell	8,822 -95	-1%	-$2.62K	0.15%	96
2018 Q1	$246K	Buy	8,917 +1,105	+14%	+$31.8K	0.16%	93
2017 Q4	$218K	Buy	+7,812	New	+$210K	0.13%	103
2016 Q2	–	Sell	-7,333	Closed	-$145K	–	102
2016 Q1	$145K	Buy	+7,333	New	+$140K	0.11%	92
2015 Q1	–	Sell	-9,535	Closed	-$207K	–	96
2014 Q4	$207K	Buy	+9,535	New	+$200K	0.16%	87
2014 Q3	–	Sell	-9,518	Closed	-$190K	–	236
2014 Q2	$190K	Sell	9,518 -792	-8%	-$15.4K	0.13%	98
2014 Q1	$202K	Buy	10,310 +2,055	+25%	+$39.2K	0.15%	89
2013 Q4	$158K	Buy	+8,255	New	+$152K	0.12%	95

Other funds holding XLF

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

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

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

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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Torch Wealth Management's XLF Position: Q4 2019 in Review

Torch Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.9% in Q4 2019, buying an estimated $4.55K and bringing the position to 8,232 shares worth $253K. The position accounts for 0.14% of the portfolio, ranked #99.

Torch Wealth Management first reported a position in XLF in Q4 2013 and has held it in 14 quarters since. 1,124 funds tracked by Wall St. Rank hold XLF as of Q4 2019.

Torch Wealth Management held 8,232 shares of State Street Financial Select Sector SPDR ETF worth $253K as of Q4 2019.
Torch Wealth Management bought 155 State Street Financial Select Sector SPDR ETF shares in Q4 2019, an estimated $4.55K.
State Street Financial Select Sector SPDR ETF made up 0.14% of Torch Wealth Management's portfolio in Q4 2019, its #99 holding.
Torch Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2013 and has held it in 14 quarters since.
1,124 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.