Crossmark Global Holdings’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Crossmark Global Holdings’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	–	Sell	-36,442	Closed	-$1M	–	1567
2018 Q3	$1M	Sell	36,442 -627	-2%	-$17.5K	0.03%	607
2018 Q2	$986K	Sell	37,069 -5,300	-13%	-$146K	0.03%	603
2018 Q1	$1.17M	Sell	42,369 -1,072	-2%	-$30.9K	0.03%	564
2017 Q4	$1.21M	Buy	43,441 +22,749	+110%	+$612K	0.03%	579
2017 Q3	$535K	Buy	+20,692	New	+$516K	0.01%	916
2016 Q3	$535K	Buy	+20,692	New	+$427K	0.01%	916

Other funds holding XLF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Crossmark Global Holdings's XLF Position: Q4 2018 in Review

Crossmark Global Holdings sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2018, closing a stake of 36,442 shares — an estimated $1M sold.

Crossmark Global Holdings first reported a position in XLF in Q3 2016 and held it in 6 quarters. The position peaked at $1.21M in Q4 2017. 1,023 funds tracked by Wall St. Rank hold XLF as of Q4 2018.

Crossmark Global Holdings reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
Crossmark Global Holdings sold 36,442 State Street Financial Select Sector SPDR ETF shares in Q4 2018, an estimated $1M.
Crossmark Global Holdings first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2016 and held it in 6 quarters.
Crossmark Global Holdings's State Street Financial Select Sector SPDR ETF position peaked at $1.21M in Q4 2017.
1,023 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2018.

Based on Crossmark Global Holdings's 13F filing for Q4 2018, filed 31 Jan 2019.