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BB&T Investment Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

BB&T Investment Services’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
2017
Q4 		$1.47M Buy
52,739
+10,176
+24% +$274K 0.25% 100
2017
Q3 		$1.1M Buy
42,563
+30,049
+240% +$750K 0.22% 95
2017
Q2 		$307K Buy
12,514
+2,143
+21% +$50.9K 0.08% 201
2017
Q1 		$246K Buy
10,371
+7,844
+310% +$188K 0.1% 181
2016
Q4 		$58K Buy
+2,527
New +$54.2K 0.04% 277

Other funds holding XLF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

BB&T Investment Services's XLF Position: Q4 2017 in Review

BB&T Investment Services increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 24% in Q4 2017, buying an estimated $274K and bringing the position to 52,739 shares worth $1.47M. The position accounts for 0.25% of the portfolio, ranked #100.

BB&T Investment Services first reported a position in XLF in Q4 2016 and has held it in 5 quarters since. 960 funds tracked by Wall St. Rank hold XLF as of Q4 2017.

  • BB&T Investment Services held 52,739 shares of State Street Financial Select Sector SPDR ETF worth $1.47M as of Q4 2017.
  • BB&T Investment Services bought 10,176 State Street Financial Select Sector SPDR ETF shares in Q4 2017, an estimated $274K.
  • State Street Financial Select Sector SPDR ETF made up 0.25% of BB&T Investment Services's portfolio in Q4 2017, its #100 holding.
  • BB&T Investment Services first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2016 and has held it in 5 quarters since.
  • 960 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.