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

Brightworth’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 Q2	–	Sell	-14,485	Closed	-$372K	–	95
2019 Q1	$372K	Buy	+14,485	New	+$374K	0.08%	70
2018 Q4	–	Sell	-12,117	Closed	-$334K	–	101
2018 Q3	$334K	Buy	12,117 +951	+9%	+$26.6K	0.07%	71
2018 Q2	$297K	Sell	11,166 -348	-3%	-$9.6K	0.07%	73
2018 Q1	$317K	Buy	11,514 +37	+0.3%	+$1.07K	0.07%	92
2017 Q4	$320K	Buy	11,477 +167	+1%	+$4.49K	0.07%	86
2017 Q3	$292K	Sell	11,310 -1,970	-15%	-$49.2K	0.07%	97
2017 Q2	$328K	Buy	13,280 +51	+0.4%	+$1.21K	0.18%	20
2017 Q1	$314K	Hold	13,229	–	–	0.17%	21
2016 Q4	$308K	Buy	+13,229	New	+$284K	0.17%	25

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

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

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Brightworth's XLF Position: Q2 2019 in Review

Brightworth sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2019, closing a stake of 14,485 shares — an estimated $372K sold.

Brightworth first reported a position in XLF in Q4 2016 and held it in 9 quarters. The position peaked at $372K in Q1 2019. 977 funds tracked by Wall St. Rank hold XLF as of Q2 2019.

Brightworth reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2019 after selling out during the quarter.
Brightworth sold 14,485 State Street Financial Select Sector SPDR ETF shares in Q2 2019, an estimated $372K.
Brightworth first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2016 and held it in 9 quarters.
Brightworth's State Street Financial Select Sector SPDR ETF position peaked at $372K in Q1 2019.
977 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2019.

Based on Brightworth's 13F filing for Q2 2019, filed 31 Jul 2019.