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

Clarfeld Financial 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
2018 Q4	$571K	Buy	+23,968	New	+$623K	0.47%	24

Other funds holding XLF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Clarfeld Financial Advisors's XLF Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q4 2018: 23,968 shares worth $571K. The stake represents 0.47% of the portfolio and ranks #24 among its holdings.

1,024 funds tracked by Wall St. Rank hold XLF as of Q4 2018.

Clarfeld Financial Advisors held 23,968 shares of State Street Financial Select Sector SPDR ETF worth $571K as of Q4 2018.
State Street Financial Select Sector SPDR ETF was a new Clarfeld Financial Advisors position in Q4 2018.
State Street Financial Select Sector SPDR ETF made up 0.47% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #24 holding.
1,024 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.