Accuvest Global Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Accuvest Global Advisors’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
2018 Q2	–	Sell	-9,167	Closed	-$253K	–	135
2018 Q1	$253K	Hold	9,167	–	–	0.19%	52
2017 Q4	$256K	Buy	+9,167	New	+$247K	0.19%	47
2015 Q4	–	Sell	-40,462	Closed	-$805K	–	72
2015 Q3	$805K	Sell	40,462 -338,452	-89%	-$7.17M	0.37%	30
2015 Q2	$8.11M	Buy	+378,914	New	+$8.18M	3.02%	9

Other funds holding XLF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Accuvest Global Advisors's XLF Position: Q2 2018 in Review

Accuvest Global Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2018, closing a stake of 9,167 shares — an estimated $253K sold.

Accuvest Global Advisors first reported a position in XLF in Q2 2015 and held it in 4 quarters. The position peaked at $8.11M in Q2 2015. 970 funds tracked by Wall St. Rank hold XLF as of Q2 2018.

Accuvest Global Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2018 after selling out during the quarter.
Accuvest Global Advisors sold 9,167 State Street Financial Select Sector SPDR ETF shares in Q2 2018, an estimated $253K.
Accuvest Global Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2015 and held it in 4 quarters.
Accuvest Global Advisors's State Street Financial Select Sector SPDR ETF position peaked at $8.11M in Q2 2015.
970 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2018.

Based on Accuvest Global Advisors's 13F filing for Q2 2018, filed 8 Aug 2018.