Cue Advisory Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Cue Advisory Services’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	-61,103	Closed	-$1.69M	–	142
2018 Q3	$1.69M	Sell	61,103 -47,147	-44%	-$1.32M	1.01%	29
2018 Q2	$2.88M	Sell	108,250 -300	-0.3%	-$8.27K	1.76%	8
2018 Q1	$2.99M	Buy	108,550 +5,658	+5%	+$163K	1.98%	6
2017 Q4	$2.87M	Sell	102,892 -220	-0.2%	-$5.92K	1.89%	6
2017 Q3	$2.67M	Buy	103,112 +33,545	+48%	+$837K	1.85%	5
2017 Q2	$1.72M	Buy	69,567 +29,042	+72%	+$689K	1.23%	20
2017 Q1	$962K	Buy	40,525 +1,200	+3%	+$28.7K	0.73%	48
2016 Q4	$914K	Buy	39,325 +7,825	+25%	+$168K	0.74%	53
2016 Q3	$608K	Sell	31,500 -4,713	-13%	-$97.2K	0.51%	77
2016 Q2	$727K	Sell	36,213 -4,426	-11%	-$89.6K	0.62%	63
2016 Q1	$803K	Buy	40,639 +5,696	+16%	+$108K	0.7%	57
2015 Q4	$731K	Buy	34,943 +2,335	+7%	+$49.2K	0.66%	60
2015 Q3	$649K	Buy	32,608 +19,052	+141%	+$404K	0.67%	61
2015 Q2	$290K	Buy	13,556 +285	+2%	+$6.15K	0.27%	115
2015 Q1	$280K	Sell	13,271 -2,278	-15%	-$48.2K	0.28%	116
2014 Q4	$351K	Buy	+15,549	New	+$326K	0.37%	104

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

Cue Advisory Services's XLF Position: Q4 2018 in Review

Cue Advisory Services sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2018, closing a stake of 61,103 shares — an estimated $1.69M sold.

Cue Advisory Services first reported a position in XLF in Q4 2014 and held it in 16 quarters. The position peaked at $2.99M in Q1 2018. 1,023 funds tracked by Wall St. Rank hold XLF as of Q4 2018.

Cue Advisory Services reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
Cue Advisory Services sold 61,103 State Street Financial Select Sector SPDR ETF shares in Q4 2018, an estimated $1.69M.
Cue Advisory Services first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2014 and held it in 16 quarters.
Cue Advisory Services's State Street Financial Select Sector SPDR ETF position peaked at $2.99M in Q1 2018.
1,023 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2018.

Based on Cue Advisory Services's 13F filing for Q4 2018.