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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q2
$5.97M Buy
279,341
+31,355
+13% +$677K 2.5% 9
2015
Q1
$5.25M Buy
247,986
+75,580
+44% +$1.6M 2.65% 6
2014
Q4
$3.52M Buy
+172,406
New +$3.61M 2.49% 9

Other funds holding XLF

FolioMetrix's XLF Position: Q2 2015 in Review

FolioMetrix increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 13% in Q2 2015, buying an estimated $677K and bringing the position to 279,341 shares worth $5.97M. The position accounts for 2.5% of the portfolio, ranked #9.

FolioMetrix first reported a position in XLF in Q4 2014 and has held it in 3 quarters since. 617 funds tracked by Wall St. Rank hold XLF as of Q2 2015.

  • FolioMetrix held 279,341 shares of State Street Financial Select Sector SPDR ETF worth $5.97M as of Q2 2015.
  • FolioMetrix bought 31,355 State Street Financial Select Sector SPDR ETF shares in Q2 2015, an estimated $677K.
  • State Street Financial Select Sector SPDR ETF made up 2.5% of FolioMetrix's portfolio in Q2 2015, its #9 holding.
  • FolioMetrix first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2014 and has held it in 3 quarters since.
  • 617 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2015.

Based on FolioMetrix's 13F filing for Q2 2015, filed 5 Aug 2015.