Whitener Capital Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Whitener Capital 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	–	Sell	-3,320	Closed	-$92K	–	442
2019 Q3	$92K	Hold	3,320	–	–	0.05%	178
2019 Q2	$91K	Sell	3,320 -175	-5%	-$4.74K	0.05%	181
2019 Q1	$89K	Hold	3,495	–	–	0.06%	170
2018 Q4	$83K	Hold	3,495	–	–	0.06%	161
2018 Q3	$96K	Buy	+3,495	New	+$97.8K	0.06%	157
2018 Q2	–	Sell	-3,595	Closed	-$99K	–	419
2018 Q1	$99K	Sell	3,595 -300	-8%	-$8.64K	0.08%	146
2017 Q4	$108K	Buy	+3,895	New	+$105K	0.09%	143

Other funds holding XLF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Whitener Capital Management's XLF Position: Q4 2019 in Review

Whitener Capital Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2019, closing a stake of 3,320 shares — an estimated $92K sold.

Whitener Capital Management first reported a position in XLF in Q4 2017 and held it in 7 quarters. The position peaked at $108K in Q4 2017. 1,123 funds tracked by Wall St. Rank hold XLF as of Q4 2019.

Whitener Capital Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 3,320 State Street Financial Select Sector SPDR ETF shares in Q4 2019, an estimated $92K.
Whitener Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and held it in 7 quarters.
Whitener Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $108K in Q4 2017.
1,123 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.