Aris Wealth Services’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
2015
Q3
Sell
-7,180
Closed -$154K 499
2015
Q2
$154K Buy
7,180
+1,684
+31% +$36.4K 0.14% 116
2015
Q1
$116K Buy
+5,496
New +$116K 0.11% 132

Other funds holding XLF

Aris Wealth Services's XLF Position: Q3 2015 in Review

Aris Wealth Services sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2015, closing a stake of 7,180 shares — an estimated $154K sold.

Aris Wealth Services first reported a position in XLF in Q1 2015 and held it in 2 quarters. The position peaked at $154K in Q2 2015. 600 funds tracked by Wall St. Rank hold XLF as of Q3 2015.

  • Aris Wealth Services reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2015 after selling out during the quarter.
  • Aris Wealth Services sold 7,180 State Street Financial Select Sector SPDR ETF shares in Q3 2015, an estimated $154K.
  • Aris Wealth Services first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2015 and held it in 2 quarters.
  • Aris Wealth Services's State Street Financial Select Sector SPDR ETF position peaked at $154K in Q2 2015.
  • 600 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.