Alera Investment Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-725
Closed -$19K 1034
2019
Q1
$19K Buy
725
+1
+0.1% +$26 0.01% 311
2018
Q4
$17K Buy
+724
New +$18.8K 0.01% 323

Other funds holding XLF

Alera Investment Advisors's XLF Position: Q2 2019 in Review

Alera Investment Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2019, closing a stake of 725 shares — an estimated $19K sold.

Alera Investment Advisors first reported a position in XLF in Q4 2018 and held it in 2 quarters. The position peaked at $19K in Q1 2019. 977 funds tracked by Wall St. Rank hold XLF as of Q2 2019.

  • Alera Investment Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 725 State Street Financial Select Sector SPDR ETF shares in Q2 2019, an estimated $19K.
  • Alera Investment Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's State Street Financial Select Sector SPDR ETF position peaked at $19K in Q1 2019.
  • 977 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.