Genesis Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
Other funds holding XLF
MAA
CI
Genesis Wealth Advisors's XLF Position: Q2 2015 in Review
Genesis Wealth Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 23% in Q2 2015, selling an estimated $32K and leaving 4,959 shares worth $106K. The position accounts for 0.09% of the portfolio, ranked #110.
Genesis Wealth Advisors first reported a position in XLF in Q4 2014 and has held it in 3 quarters since. The position peaked at $136K in Q1 2015. 616 funds tracked by Wall St. Rank hold XLF as of Q2 2015.
- Genesis Wealth Advisors held 4,959 shares of State Street Financial Select Sector SPDR ETF worth $106K as of Q2 2015.
- Genesis Wealth Advisors sold 1,481 State Street Financial Select Sector SPDR ETF shares in Q2 2015, an estimated $32K.
- State Street Financial Select Sector SPDR ETF made up 0.09% of Genesis Wealth Advisors's portfolio in Q2 2015, its #110 holding.
- Genesis Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2014 and has held it in 3 quarters since.
- Genesis Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $136K in Q1 2015.
- 616 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2015.
Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.