FundX Investment Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

FundX Investment Group’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	–	Sell	-8,895	Closed	-$245K	–	45
2018 Q1	$245K	Buy	+8,895	New	+$256K	0.13%	34
2017 Q2	–	Sell	-395,806	Closed	-$9.39M	–	58
2017 Q1	$9.39M	Buy	395,806 +164,806	+71%	+$3.95M	3.95%	9
2016 Q4	$5.37M	Buy	+231,000	New	+$4.96M	1.88%	15
2013 Q4	–	Sell	-766,687	Closed	-$13.4M	–	32
2013 Q3	$13.4M	Sell	766,687 -55,403	-7%	-$982K	5.3%	5
2013 Q2	$14M	Buy	+822,090	New	+$13.8M	5.99%	5

Other funds holding XLF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FundX Investment Group's XLF Position: Q2 2018 in Review

FundX Investment Group sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2018, closing a stake of 8,895 shares — an estimated $245K sold.

FundX Investment Group first reported a position in XLF in Q2 2013 and held it in 5 quarters. The position peaked at $14M in Q2 2013. 970 funds tracked by Wall St. Rank hold XLF as of Q2 2018.

FundX Investment Group reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2018 after selling out during the quarter.
FundX Investment Group sold 8,895 State Street Financial Select Sector SPDR ETF shares in Q2 2018, an estimated $245K.
FundX Investment Group first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and held it in 5 quarters.
FundX Investment Group's State Street Financial Select Sector SPDR ETF position peaked at $14M in Q2 2013.
970 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2018.

Based on FundX Investment Group's 13F filing for Q2 2018, filed 10 Aug 2018.