EF
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Empirical Finance’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Empirical Finance’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
2017
Q1 		– Sell
-7,196
Closed -$168K – 586
2016
Q4 		$168K Buy
+7,196
New +$154K 0.11% 66

Other funds holding XLF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Empirical Finance's XLF Position: Q1 2017 in Review

Empirical Finance sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2017, closing a stake of 7,196 shares — an estimated $168K sold.

Empirical Finance first reported a position in XLF in Q4 2016 and held it in 1 quarter. The position peaked at $168K in Q4 2016. 804 funds tracked by Wall St. Rank hold XLF as of Q1 2017.

  • Empirical Finance reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2017 after selling out during the quarter.
  • Empirical Finance sold 7,196 State Street Financial Select Sector SPDR ETF shares in Q1 2017, an estimated $168K.
  • Empirical Finance first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2016 and held it in 1 quarter.
  • Empirical Finance's State Street Financial Select Sector SPDR ETF position peaked at $168K in Q4 2016.
  • 804 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2017.

Based on Empirical Finance's 13F filing for Q1 2017, filed 11 May 2017.