Appropriate Balance Financial Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
Other funds holding XLF
QIM
CI
Appropriate Balance Financial Services's XLF Position: Q3 2017 in Review
Appropriate Balance Financial Services increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 7.7% in Q3 2017, buying an estimated $21.5K and bringing the position to 12,098 shares worth $468K. The position accounts for 23.24% of the portfolio, ranked #1.
Appropriate Balance Financial Services first reported a position in XLF in Q4 2016 and has held it in 4 quarters since. The position peaked at $10.7M in Q4 2016. 815 funds tracked by Wall St. Rank hold XLF as of Q3 2017.
- Appropriate Balance Financial Services held 12,098 shares of State Street Financial Select Sector SPDR ETF worth $468K as of Q3 2017.
- Appropriate Balance Financial Services bought 863 State Street Financial Select Sector SPDR ETF shares in Q3 2017, an estimated $21.5K.
- State Street Financial Select Sector SPDR ETF made up 23.24% of Appropriate Balance Financial Services's portfolio in Q3 2017, its #1 holding.
- Appropriate Balance Financial Services first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2016 and has held it in 4 quarters since.
- Appropriate Balance Financial Services's State Street Financial Select Sector SPDR ETF position peaked at $10.7M in Q4 2016.
- 815 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2017.
Based on Appropriate Balance Financial Services's 13F filing for Q3 2017, filed 10 Oct 2017.