Advisor Group’s Financial Services Select Sector SPDR Fund XLFS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-7,886
Closed -$240K 4857
2016
Q3
$240K Buy
7,886
+7,286
+1,214% +$220K 0.01% 1407
2016
Q2
$17K Buy
+600
New +$17.6K ﹤0.01% 3191

Advisor Group's XLFS Position: Q4 2016 in Review

Advisor Group sold out of Financial Services Select Sector SPDR Fund (XLFS) in Q4 2016, closing a stake of 7,886 shares — an estimated $240K sold.

Advisor Group first reported a position in XLFS in Q2 2016 and held it in 2 quarters. The position peaked at $240K in Q3 2016. 0 funds tracked by Wall St. Rank hold XLFS as of Q4 2016.

  • Advisor Group reported no remaining Financial Services Select Sector SPDR Fund position as of Q4 2016 after selling out during the quarter.
  • Advisor Group sold 7,886 Financial Services Select Sector SPDR Fund shares in Q4 2016, an estimated $240K.
  • Advisor Group first reported a position in Financial Services Select Sector SPDR Fund in Q2 2016 and held it in 2 quarters.
  • Advisor Group's Financial Services Select Sector SPDR Fund position peaked at $240K in Q3 2016.
  • 0 funds tracked by Wall St. Rank held Financial Services Select Sector SPDR Fund as of Q4 2016.

Based on Advisor Group's 13F filing for Q4 2016, filed 31 Jan 2017.