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

Delphi Private 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
2019 Q2	$11K	Sell	400 -400	-50%	-$10.8K	0.06%	34
2019 Q1	$21K	Sell	800 -258	-24%	-$6.66K	0.11%	19
2018 Q4	$25K	Sell	1,058 -67	-6%	-$1.74K	0.14%	21
2018 Q3	$31K	Hold	1,125	–	–	0.11%	37
2018 Q2	$30K	Sell	1,125 -51	-4%	-$1.41K	0.1%	44
2018 Q1	$32K	Sell	1,176 -795	-40%	-$22.9K	0.13%	43
2017 Q4	$55K	Hold	1,971	–	–	0.14%	73
2017 Q3	$51K	Hold	1,971	–	–	0.15%	31
2017 Q2	$49K	Hold	1,971	–	–	0.1%	38
2017 Q1	$47K	Sell	1,971 -603	-23%	-$14.4K	0.09%	35
2016 Q4	$60K	Buy	2,574 +1,633	+174%	+$35K	0.11%	37
2016 Q3	$18K	Sell	941 -131	-12%	-$2.7K	0.03%	71
2016 Q2	$22K	Sell	1,072 -342	-24%	-$6.92K	0.04%	84
2016 Q1	$28K	Hold	1,414	–	–	0.05%	72
2015 Q4	$30K	Buy	+1,414	New	+$29.8K	0.05%	77

Other funds holding XLF

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

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

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

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

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

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

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Delphi Private Advisors's XLF Position: Q2 2019 in Review

Delphi Private Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 50% in Q2 2019, selling an estimated $10.8K and leaving 400 shares worth $11K. The position accounts for 0.06% of the portfolio, ranked #34.

Delphi Private Advisors first reported a position in XLF in Q4 2015 and has held it in 15 quarters since. The position peaked at $60K in Q4 2016. 977 funds tracked by Wall St. Rank hold XLF as of Q2 2019.

Delphi Private Advisors held 400 shares of State Street Financial Select Sector SPDR ETF worth $11K as of Q2 2019.
Delphi Private Advisors sold 400 State Street Financial Select Sector SPDR ETF shares in Q2 2019, an estimated $10.8K.
State Street Financial Select Sector SPDR ETF made up 0.06% of Delphi Private Advisors's portfolio in Q2 2019, its #34 holding.
Delphi Private Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2015 and has held it in 15 quarters since.
Delphi Private Advisors's State Street Financial Select Sector SPDR ETF position peaked at $60K in Q4 2016.
977 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2019.

Based on Delphi Private Advisors's 13F filing for Q2 2019, filed 17 Jul 2019.