EWM
XLF icon

Elite Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Elite Wealth Management’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
2014
Q1 		– Sell
-15,536
Closed -$298K – 675
2013
Q4 		$298K Buy
+15,536
New +$286K 0.22% 61

Other funds holding XLF

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EA
Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Elite Wealth Management's XLF Position: Q1 2014 in Review

Elite Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2014, closing a stake of 15,536 shares — an estimated $298K sold.

Elite Wealth Management first reported a position in XLF in Q4 2013 and held it in 1 quarter. The position peaked at $298K in Q4 2013. 540 funds tracked by Wall St. Rank hold XLF as of Q1 2014.

  • Elite Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 15,536 State Street Financial Select Sector SPDR ETF shares in Q1 2014, an estimated $298K.
  • Elite Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2013 and held it in 1 quarter.
  • Elite Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $298K in Q4 2013.
  • 540 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.