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

FMA Advisory’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
2015 Q2	$202K	Buy	+9,430	New	+$204K	0.13%	115

Other funds holding XLF

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

FMA Advisory's XLF Position: Q2 2015 in Review

FMA Advisory opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2015: 9,430 shares worth $202K. The stake represents 0.13% of the portfolio and ranks #115 among its holdings.

616 funds tracked by Wall St. Rank hold XLF as of Q2 2015.

FMA Advisory held 9,430 shares of State Street Financial Select Sector SPDR ETF worth $202K as of Q2 2015.
State Street Financial Select Sector SPDR ETF was a new FMA Advisory position in Q2 2015.
State Street Financial Select Sector SPDR ETF made up 0.13% of FMA Advisory's portfolio in Q2 2015, its #115 holding.
616 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2015.

Based on FMA Advisory's 13F filing for Q2 2015, filed 17 Dec 2019.