Vickerman & Driscoll Financial Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Vickerman & Driscoll 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	$6.34M	Sell	304,685 -20,330	-6%	-$560K	3.89%	4
2019 Q4	$10M	Sell	325,015 -8,282	-2%	-$243K	5.06%	6
2019 Q3	$9.33M	Buy	333,297 +1,218	+0.4%	+$33.6K	5.12%	5
2019 Q2	$9.16M	Buy	332,079 +13,799	+4%	+$374K	5.08%	5
2019 Q1	$8.18M	Buy	318,280 +8,028	+3%	+$207K	4.62%	6
2018 Q4	$7.39M	Buy	310,252 +35,229	+13%	+$915K	5.74%	5
2018 Q3	$7.58M	Buy	275,023 +6,798	+3%	+$190K	5.29%	5
2018 Q2	$7.13M	Buy	268,225 +64,975	+32%	+$1.79M	5.2%	6
2018 Q1	$5.6M	Buy	203,250 +52,321	+35%	+$1.51M	4.14%	7
2017 Q4	$4.21M	Buy	+150,929	New	+$4.06M	3.31%	7

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vickerman & Driscoll Financial Advisors's XLF Position: Q1 2020 in Review

Vickerman & Driscoll Financial Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 6.3% in Q1 2020, selling an estimated $560K and leaving 304,685 shares worth $6.34M. The position accounts for 3.89% of the portfolio, ranked #4.

Vickerman & Driscoll Financial Advisors first reported a position in XLF in Q4 2017 and has held it in 10 quarters since. The position peaked at $10M in Q4 2019. 972 funds tracked by Wall St. Rank hold XLF as of Q1 2020.

Vickerman & Driscoll Financial Advisors held 304,685 shares of State Street Financial Select Sector SPDR ETF worth $6.34M as of Q1 2020.
Vickerman & Driscoll Financial Advisors sold 20,330 State Street Financial Select Sector SPDR ETF shares in Q1 2020, an estimated $560K.
State Street Financial Select Sector SPDR ETF made up 3.89% of Vickerman & Driscoll Financial Advisors's portfolio in Q1 2020, its #4 holding.
Vickerman & Driscoll Financial Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and has held it in 10 quarters since.
Vickerman & Driscoll Financial Advisors's State Street Financial Select Sector SPDR ETF position peaked at $10M in Q4 2019.
972 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2020.

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