Belmont Global Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Belmont Global Advisors’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
2016 Q3	$280K	Sell	14,500 -2,018	-12%	-$41.6K	0.26%	52
2016 Q2	$331K	Hold	16,518	–	–	0.32%	54
2016 Q1	$326K	Buy	16,518 +2,734	+20%	+$52.1K	0.33%	46
2015 Q4	$288K	Hold	13,784	–	–	0.37%	58
2015 Q3	$274K	Sell	13,784 -18,226	-57%	-$386K	0.47%	49
2015 Q2	$685K	Buy	+32,010	New	+$691K	0.76%	24

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

CANY

Caxton Associates (New York) New York $3.18B AUM 54.49% 1-Year Est. Return

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

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Belmont Global Advisors's XLF Position: Q3 2016 in Review

Belmont Global Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 12% in Q3 2016, selling an estimated $41.6K and leaving 14,500 shares worth $280K. The position accounts for 0.26% of the portfolio, ranked #52.

Belmont Global Advisors first reported a position in XLF in Q2 2015 and has held it in 6 quarters since. The position peaked at $685K in Q2 2015. 596 funds tracked by Wall St. Rank hold XLF as of Q3 2016.

Belmont Global Advisors held 14,500 shares of State Street Financial Select Sector SPDR ETF worth $280K as of Q3 2016.
Belmont Global Advisors sold 2,018 State Street Financial Select Sector SPDR ETF shares in Q3 2016, an estimated $41.6K.
State Street Financial Select Sector SPDR ETF made up 0.26% of Belmont Global Advisors's portfolio in Q3 2016, its #52 holding.
Belmont Global Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2015 and has held it in 6 quarters since.
Belmont Global Advisors's State Street Financial Select Sector SPDR ETF position peaked at $685K in Q2 2015.
596 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2016.

Based on Belmont Global Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.