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

Girard Securities’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 Q4	–	Sell	-11,686	Closed	-$301K	–	122
2017 Q3	$301K	Sell	11,686 -1,981	-14%	-$49.4K	0.27%	83
2017 Q2	$335K	Buy	13,667 +3,772	+38%	+$89.5K	0.25%	100
2017 Q1	$235K	Sell	9,895 -1,510	-13%	-$36.2K	0.2%	129
2016 Q4	$265K	Buy	+11,405	New	+$245K	0.23%	128

Other funds holding XLF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Girard Securities's XLF Position: Q4 2017 in Review

Girard Securities sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2017, closing a stake of 11,686 shares — an estimated $301K sold.

Girard Securities first reported a position in XLF in Q4 2016 and held it in 4 quarters. The position peaked at $335K in Q2 2017. 960 funds tracked by Wall St. Rank hold XLF as of Q4 2017.

Girard Securities reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2017 after selling out during the quarter.
Girard Securities sold 11,686 State Street Financial Select Sector SPDR ETF shares in Q4 2017, an estimated $301K.
Girard Securities first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2016 and held it in 4 quarters.
Girard Securities's State Street Financial Select Sector SPDR ETF position peaked at $335K in Q2 2017.
960 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2017.

Based on Girard Securities's 13F filing for Q4 2017.