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

Wealth Management Associates’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	-8,975	Closed	-$208K	–	164
2020 Q2	$208K	Buy	+8,975	New	+$204K	0.18%	139
2020 Q1	–	Sell	-10,777	Closed	-$332K	–	152
2019 Q4	$332K	Hold	10,777	–	–	0.24%	96
2019 Q3	$302K	Sell	10,777 -413	-4%	-$11.4K	0.24%	100
2019 Q2	$309K	Sell	11,190 -109	-1%	-$2.95K	0.31%	67
2019 Q1	$290K	Sell	11,299 -1,147	-9%	-$29.6K	0.32%	69
2018 Q4	$296K	Buy	+12,446	New	+$323K	0.4%	58

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

Wealth Management Associates's XLF Position: Q3 2020 in Review

Wealth Management Associates sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2020, closing a stake of 8,975 shares — an estimated $208K sold.

Wealth Management Associates first reported a position in XLF in Q4 2018 and held it in 6 quarters. The position peaked at $332K in Q4 2019. 970 funds tracked by Wall St. Rank hold XLF as of Q3 2020.

Wealth Management Associates reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2020 after selling out during the quarter.
Wealth Management Associates sold 8,975 State Street Financial Select Sector SPDR ETF shares in Q3 2020, an estimated $208K.
Wealth Management Associates first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and held it in 6 quarters.
Wealth Management Associates's State Street Financial Select Sector SPDR ETF position peaked at $332K in Q4 2019.
970 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2020.

Based on Wealth Management Associates's 13F filing for Q3 2020, filed 28 May 2025.