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Woodley Farra Manion Portfolio Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Woodley Farra Manion Portfolio 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
2020
Q3 		– Sell
-236
Closed -$5K – 403
2020
Q2 		$5K Buy
236
+121
+105% +$2.75K ﹤0.01% 334
2020
Q1 		$2K Buy
+115
New +$3.17K ﹤0.01% 377

Other funds holding XLF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.44B AUM 23.16% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's XLF Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2020, closing a stake of 236 shares — an estimated $5K sold.

Woodley Farra Manion Portfolio Management first reported a position in XLF in Q1 2020 and held it in 2 quarters. The position peaked at $5K in Q2 2020. 971 funds tracked by Wall St. Rank hold XLF as of Q3 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 236 State Street Financial Select Sector SPDR ETF shares in Q3 2020, an estimated $5K.
  • Woodley Farra Manion Portfolio Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2020 and held it in 2 quarters.
  • Woodley Farra Manion Portfolio Management's State Street Financial Select Sector SPDR ETF position peaked at $5K in Q2 2020.
  • 971 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.