Winslow Evans & Crocker’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Winslow Evans & Crocker’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 Q4	$56K	Buy	16,361 +1,258	+8%	+$33.7K	0.01%	573
2020 Q3	$363K	Sell	15,103 -1,138	-7%	-$27.7K	0.09%	202
2020 Q2	$376K	Sell	16,241 -3,091	-16%	-$70.2K	0.1%	195
2020 Q1	$404K	Buy	19,332 +324	+2%	+$8.92K	0.13%	154
2019 Q4	$588K	Sell	19,008 -1,504	-7%	-$44.1K	0.15%	140
2019 Q3	$576K	Sell	20,512 -10,846	-35%	-$299K	0.16%	136
2019 Q2	$868K	Buy	31,358 +5,990	+24%	+$162K	0.24%	98
2019 Q1	$654K	Buy	25,368 +5,696	+29%	+$147K	0.19%	122
2018 Q4	$472K	Buy	19,672 +5,744	+41%	+$149K	0.16%	144
2018 Q3	$386K	Sell	13,928 -17,424	-56%	-$488K	0.12%	181
2018 Q2	$834K	Buy	31,352 +2,256	+8%	+$62.2K	0.26%	92
2018 Q1	$802K	Buy	29,096 +12,830	+79%	+$369K	0.26%	90
2017 Q4	$454K	Sell	16,266 -5,350	-25%	-$144K	0.15%	149
2017 Q3	$559K	Sell	21,616 -1,691	-7%	-$42.2K	0.19%	124
2017 Q2	$575K	Buy	23,307 +4,843	+26%	+$115K	0.16%	150
2017 Q1	$438K	Sell	18,464 -12,512	-40%	-$300K	0.14%	158
2016 Q4	$720K	Buy	30,976 +15,328	+98%	+$329K	0.22%	101
2016 Q3	$302K	Buy	15,648 +13,281	+561%	+$274K	0.09%	234
2016 Q2	$47.5K	Sell	2,367 -1,143	-33%	-$23.1K	0.01%	524
2016 Q1	$69.3K	Sell	3,510 -2,441	-41%	-$46.5K	0.02%	437
2015 Q4	$124K	Buy	5,951 +9	+0.2%	+$190	0.04%	361
2015 Q3	$118K	Sell	5,942 -30,504	-84%	-$647K	0.04%	361
2015 Q2	$780K	Buy	36,446 +31,990	+718%	+$691K	0.22%	108
2015 Q1	$94.3K	Buy	4,456 +6	+0.1%	+$127	0.03%	435
2014 Q4	$96.6K	Sell	4,450 -49,899	-92%	-$1.05M	0.03%	422
2014 Q3	$1.11M	Buy	54,349 +602	+1%	+$12.2K	0.32%	73
2014 Q2	$1.07M	Sell	53,747 -29,501	-35%	-$575K	0.35%	73
2014 Q1	$1.63M	Buy	83,248 +28,230	+51%	+$539K	0.56%	45
2013 Q4	$1.06M	Buy	+55,018	New	+$1.01M	0.36%	61

Other funds holding XLF

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

APF

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

Winslow Evans & Crocker's XLF Position: Q4 2020 in Review

Winslow Evans & Crocker increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 8.3% in Q4 2020, buying an estimated $33.7K and bringing the position to 16,361 shares worth $56K. The position accounts for 0.01% of the portfolio, ranked #573.

Winslow Evans & Crocker first reported a position in XLF in Q4 2013 and has held it in 29 quarters since. The position peaked at $1.63M in Q1 2014. 1,115 funds tracked by Wall St. Rank hold XLF as of Q4 2020.

Winslow Evans & Crocker held 16,361 shares of State Street Financial Select Sector SPDR ETF worth $56K as of Q4 2020.
Winslow Evans & Crocker bought 1,258 State Street Financial Select Sector SPDR ETF shares in Q4 2020, an estimated $33.7K.
State Street Financial Select Sector SPDR ETF made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #573 holding.
Winslow Evans & Crocker first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2013 and has held it in 29 quarters since.
Winslow Evans & Crocker's State Street Financial Select Sector SPDR ETF position peaked at $1.63M in Q1 2014.
1,115 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.