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

Chartist Inc’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
2018
Q1 		– Sell
-7,922
Closed -$221K – 38
2017
Q4 		$221K Buy
+7,922
New +$213K 0.1% 36

Other funds holding XLF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Chartist Inc's XLF Position: Q1 2018 in Review

Chartist Inc sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2018, closing a stake of 7,922 shares — an estimated $221K sold.

Chartist Inc first reported a position in XLF in Q4 2017 and held it in 1 quarter. The position peaked at $221K in Q4 2017. 972 funds tracked by Wall St. Rank hold XLF as of Q1 2018.

  • Chartist Inc reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2018 after selling out during the quarter.
  • Chartist Inc sold 7,922 State Street Financial Select Sector SPDR ETF shares in Q1 2018, an estimated $221K.
  • Chartist Inc first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and held it in 1 quarter.
  • Chartist Inc's State Street Financial Select Sector SPDR ETF position peaked at $221K in Q4 2017.
  • 972 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2018.

Based on Chartist Inc's 13F filing for Q1 2018, filed 8 May 2018.