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

Boston 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
2019 Q3	$343K	Sell	12,234 -4,188	-26%	-$116K	0.02%	497
2019 Q2	$453K	Buy	16,422 +2,965	+22%	+$80.3K	0.02%	501
2019 Q1	$346K	Sell	13,457 -7,609	-36%	-$196K	0.02%	531
2018 Q4	$502K	Buy	+21,066	New	+$547K	0.03%	459

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

Boston Advisors's XLF Position: Q3 2019 in Review

Boston Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 26% in Q3 2019, selling an estimated $116K and leaving 12,234 shares worth $343K. The position accounts for 0.02% of the portfolio, ranked #497.

Boston Advisors first reported a position in XLF in Q4 2018 and has held it in 4 quarters since. The position peaked at $502K in Q4 2018. 987 funds tracked by Wall St. Rank hold XLF as of Q3 2019.

Boston Advisors held 12,234 shares of State Street Financial Select Sector SPDR ETF worth $343K as of Q3 2019.
Boston Advisors sold 4,188 State Street Financial Select Sector SPDR ETF shares in Q3 2019, an estimated $116K.
State Street Financial Select Sector SPDR ETF made up 0.02% of Boston Advisors's portfolio in Q3 2019, its #497 holding.
Boston Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 4 quarters since.
Boston Advisors's State Street Financial Select Sector SPDR ETF position peaked at $502K in Q4 2018.
987 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.