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

Edge 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 Q2	$831K	Buy	31,288 +6,134	+24%	+$169K	0.07%	179
2018 Q1	$693K	Buy	25,154 +805	+3%	+$23.2K	0.07%	194
2017 Q4	$679K	Sell	24,349 -925	-4%	-$24.9K	0.07%	193
2017 Q3	$653K	Hold	25,274	–	–	0.07%	189
2017 Q2	$623K	Sell	25,274 -925	-4%	-$22K	0.07%	192
2017 Q1	$621K	Hold	26,199	–	–	0.08%	205
2016 Q4	$609K	Buy	+26,199	New	+$562K	0.08%	194

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

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

Edge Advisors's XLF Position: Q2 2018 in Review

Edge Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 24% in Q2 2018, buying an estimated $169K and bringing the position to 31,288 shares worth $831K. The position accounts for 0.07% of the portfolio, ranked #179.

Edge Advisors first reported a position in XLF in Q4 2016 and has held it in 7 quarters since. 970 funds tracked by Wall St. Rank hold XLF as of Q2 2018.

Edge Advisors held 31,288 shares of State Street Financial Select Sector SPDR ETF worth $831K as of Q2 2018.
Edge Advisors bought 6,134 State Street Financial Select Sector SPDR ETF shares in Q2 2018, an estimated $169K.
State Street Financial Select Sector SPDR ETF made up 0.07% of Edge Advisors's portfolio in Q2 2018, its #179 holding.
Edge Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2016 and has held it in 7 quarters since.
970 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.