Bach Option’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bach Option’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
2018 Q1	–	Sell	-17,500	Closed	-$490K	–	104
2017 Q4	$490K	Buy	17,500 +7,500	+75%	+$202K	0.33%	69
2017 Q3	$259K	Sell	10,000 -35,000	-78%	-$873K	0.18%	100
2017 Q2	$1.11M	Buy	45,000 +12,500	+38%	+$297K	1.04%	22
2017 Q1	$771K	Buy	+32,500	New	+$778K	0.58%	58

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

Bach Option's XLF Position: Q2 2018 in Review

Bach Option sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2018, closing a stake of 28,512 shares — an estimated $786K sold.

Bach Option first reported a position in XLF in Q4 2016 and held it in 6 quarters. The position peaked at $1.71M in Q4 2017. 971 funds tracked by Wall St. Rank hold XLF as of Q2 2018.

Bach Option reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2018 after selling out during the quarter.
Bach Option sold 28,512 State Street Financial Select Sector SPDR ETF shares in Q2 2018, an estimated $786K.
Bach Option first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2016 and held it in 6 quarters.
Bach Option's State Street Financial Select Sector SPDR ETF position peaked at $1.71M in Q4 2017.
971 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2018.

Based on Bach Option's 13F filing for Q2 2018, filed 16 Jul 2018.