CapWealth Advisors’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
2016
Q2
Sell
-989
Closed -$20K 322
2016
Q1
$20K Buy
+989
New +$18.8K 0.01% 198
2015
Q3
Sell
-2,164
Closed -$46K 295
2015
Q2
$46K Buy
+2,164
New +$46.7K 0.01% 125

Other funds holding XLF

CapWealth Advisors's XLF Position: Q2 2016 in Review

CapWealth Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2016, closing a stake of 989 shares — an estimated $20K sold.

CapWealth Advisors first reported a position in XLF in Q2 2015 and held it in 2 quarters. The position peaked at $46K in Q2 2015. 573 funds tracked by Wall St. Rank hold XLF as of Q2 2016.

  • CapWealth Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2016 after selling out during the quarter.
  • CapWealth Advisors sold 989 State Street Financial Select Sector SPDR ETF shares in Q2 2016, an estimated $20K.
  • CapWealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2015 and held it in 2 quarters.
  • CapWealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $46K in Q2 2015.
  • 573 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2016.

Based on CapWealth Advisors's 13F filing for Q2 2016, filed 3 Aug 2016.