United Bank (Georgia)’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

United Bank (Georgia)’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	-9,117	Closed	-$211K	–	79
2020 Q2	$211K	Sell	9,117 -29,035	-76%	-$659K	0.2%	72
2020 Q1	$794K	Sell	38,152 -8,240	-18%	-$227K	0.82%	47
2019 Q4	$1.43M	Sell	46,392 -3,157	-6%	-$92.7K	0.97%	45
2019 Q3	$1.39M	Sell	49,549 -22,570	-31%	-$623K	1.03%	41
2019 Q2	$1.99M	Sell	72,119 -17,113	-19%	-$463K	1.56%	21
2019 Q1	$2.29M	Sell	89,232 -6,597	-7%	-$170K	1.83%	17
2018 Q4	$2.28M	Sell	95,829 -5,755	-6%	-$149K	2.11%	13
2018 Q3	$2.8M	Sell	101,584 -12,267	-11%	-$343K	2.21%	10
2018 Q2	$3.03M	Sell	113,851 -4,564	-4%	-$126K	2.61%	7
2018 Q1	$3.27M	Sell	118,415 -1,674	-1%	-$48.2K	2.97%	6
2017 Q4	$3.35M	Sell	120,089 -5,359	-4%	-$144K	2.87%	5
2017 Q3	$3.24M	Sell	125,448 -3,123	-2%	-$77.9K	3.04%	4
2017 Q2	$3.17M	Buy	128,571 +719	+0.6%	+$17.1K	2.94%	5
2017 Q1	$3.03M	Sell	127,852 -11,484	-8%	-$275K	2.89%	6
2016 Q4	$3.24M	Buy	+139,336	New	+$2.99M	3.3%	3

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

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

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

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

Barclays London, United Kingdom $521B AUM 51.41% 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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

APF

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

United Bank (Georgia)'s XLF Position: Q3 2020 in Review

United Bank (Georgia) sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2020, closing a stake of 9,117 shares — an estimated $211K sold.

United Bank (Georgia) first reported a position in XLF in Q4 2016 and held it in 15 quarters. The position peaked at $3.35M in Q4 2017. 971 funds tracked by Wall St. Rank hold XLF as of Q3 2020.

United Bank (Georgia) reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2020 after selling out during the quarter.
United Bank (Georgia) sold 9,117 State Street Financial Select Sector SPDR ETF shares in Q3 2020, an estimated $211K.
United Bank (Georgia) first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2016 and held it in 15 quarters.
United Bank (Georgia)'s State Street Financial Select Sector SPDR ETF position peaked at $3.35M in Q4 2017.
971 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2020.

Based on United Bank (Georgia)'s 13F filing for Q3 2020, filed 10 Nov 2020.