Wealthspire Advisors (Maryland)’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Wealthspire Advisors (Maryland)’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	$803K	Buy	+33,373	New	+$812K	0.03%	210
2019 Q2	–	Sell	-5,720	Closed	-$147K	–	2081
2019 Q1	$147K	Sell	5,720 -1,284	-18%	-$33.1K	0.01%	520
2018 Q4	$167K	Sell	7,004 -3,052	-30%	-$79.3K	0.01%	444
2018 Q3	$277K	Sell	10,056 -723	-7%	-$20.2K	0.02%	384
2018 Q2	$287K	Buy	10,779 +1,226	+13%	+$33.8K	0.03%	377
2018 Q1	$263K	Sell	9,553 -226	-2%	-$6.51K	0.02%	394
2017 Q4	$273K	Sell	9,779 -1,112	-10%	-$29.9K	0.03%	393
2017 Q3	$282K	Buy	10,891 +2,115	+24%	+$52.8K	0.03%	374
2017 Q2	$217K	Buy	8,776 +4,800	+121%	+$114K	0.03%	426
2017 Q1	$94K	Hold	3,976	–	–	0.01%	622
2016 Q4	$92K	Hold	3,976	–	–	0.01%	608
2016 Q3	$77K	Buy	3,976 +1,971	+98%	+$40.7K	0.01%	653
2016 Q2	$40K	Hold	2,005	–	–	0.01%	796
2016 Q1	$40K	Buy	2,005 +228	+13%	+$4.34K	0.01%	760
2015 Q4	$37K	Buy	+1,777	New	+$37.4K	0.01%	798

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

Wealthspire Advisors (Maryland)'s XLF Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q3 2020: 33,373 shares worth $803K. The stake represents 0.03% of the portfolio and ranks #210 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in XLF as recently as Q1 2019.

Wealthspire Advisors (Maryland) first reported a position in XLF in Q4 2015 and has held it in 15 quarters since. 970 funds tracked by Wall St. Rank hold XLF as of Q3 2020.

Wealthspire Advisors (Maryland) held 33,373 shares of State Street Financial Select Sector SPDR ETF worth $803K as of Q3 2020.
State Street Financial Select Sector SPDR ETF was a new Wealthspire Advisors (Maryland) position in Q3 2020.
State Street Financial Select Sector SPDR ETF made up 0.03% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #210 holding.
Wealthspire Advisors (Maryland) first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2015 and has held it in 15 quarters since.
970 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.