Bruderman Asset Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-1,135
Closed -$29K 585
2019
Q1
$29K Buy
1,135
+5
+0.4% +$129 0.01% 330
2018
Q4
$27K Buy
+1,130
New +$29.4K 0.01% 312
2018
Q3
Sell
-2,340
Closed -$62K 373
2018
Q2
$62K Hold
2,340
0.02% 187
2018
Q1
$65K Buy
+2,340
New +$67.4K 0.02% 186
2017
Q3
Sell
-2,340
Closed -$58K 325
2017
Q2
$58K Buy
+2,340
New +$55.5K 0.02% 190
2017
Q1
Sell
-2,340
Closed -$54K 326
2016
Q4
$54K Buy
+2,340
New +$50.2K 0.02% 192
2015
Q4
Sell
-797
Closed -$16K 436
2015
Q3
$16K Buy
+797
New +$16.9K 0.01% 302

Other funds holding XLF

Bruderman Asset Management's XLF Position: Q2 2019 in Review

Bruderman Asset Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2019, closing a stake of 1,135 shares — an estimated $29K sold.

Bruderman Asset Management first reported a position in XLF in Q3 2015 and held it in 7 quarters. The position peaked at $65K in Q1 2018. 977 funds tracked by Wall St. Rank hold XLF as of Q2 2019.

  • Bruderman Asset Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 1,135 State Street Financial Select Sector SPDR ETF shares in Q2 2019, an estimated $29K.
  • Bruderman Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2015 and held it in 7 quarters.
  • Bruderman Asset Management's State Street Financial Select Sector SPDR ETF position peaked at $65K in Q1 2018.
  • 977 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.