Atherton Lane Advisers’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Atherton Lane Advisers’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
2015 Q4	$503K	Buy	24,023 +8,777	+58%	+$185K	0.03%	142
2015 Q3	$303K	Buy	15,246 +3,018	+25%	+$64K	0.02%	175
2015 Q2	$262K	Sell	12,228 -7,672	-39%	-$166K	0.01%	202
2015 Q1	$421K	Sell	19,900 -29,885	-60%	-$632K	0.02%	178
2014 Q4	$1.08M	Buy	49,785 +631	+1%	+$13.2K	0.06%	109
2014 Q3	$1M	Buy	49,154 +7,000	+17%	+$141K	0.06%	114
2014 Q2	$841K	Buy	+42,154	New	+$821K	0.05%	130

Other funds holding XLF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Atherton Lane Advisers's XLF Position: Q4 2015 in Review

Atherton Lane Advisers increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 58% in Q4 2015, buying an estimated $185K and bringing the position to 24,023 shares worth $503K. The position accounts for 0.03% of the portfolio, ranked #142.

Atherton Lane Advisers first reported a position in XLF in Q2 2014 and has held it in 7 quarters since. The position peaked at $1.08M in Q4 2014. 641 funds tracked by Wall St. Rank hold XLF as of Q4 2015.

Atherton Lane Advisers held 24,023 shares of State Street Financial Select Sector SPDR ETF worth $503K as of Q4 2015.
Atherton Lane Advisers bought 8,777 State Street Financial Select Sector SPDR ETF shares in Q4 2015, an estimated $185K.
State Street Financial Select Sector SPDR ETF made up 0.03% of Atherton Lane Advisers's portfolio in Q4 2015, its #142 holding.
Atherton Lane Advisers first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2014 and has held it in 7 quarters since.
Atherton Lane Advisers's State Street Financial Select Sector SPDR ETF position peaked at $1.08M in Q4 2014.
641 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.