Graybill Wealth Management’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
2014
Q2
Sell
-118,609
Closed -$2.33M 51
2014
Q1
$2.33M Buy
118,609
+1,156
+1% +$22.1K 1.91% 31
2013
Q4
$2.25M Buy
117,453
+1,756
+2% +$32.3K 1.97% 31
2013
Q3
$2.02M Sell
115,697
-2,347
-2% -$41.6K 1.73% 33
2013
Q2
$2.02M Buy
+118,044
New +$1.98M 1.81% 32

Other funds holding XLF

Graybill Wealth Management's XLF Position: Q2 2014 in Review

Graybill Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2014, closing a stake of 118,609 shares — an estimated $2.33M sold.

Graybill Wealth Management first reported a position in XLF in Q2 2013 and held it in 4 quarters. The position peaked at $2.33M in Q1 2014. 515 funds tracked by Wall St. Rank hold XLF as of Q2 2014.

  • Graybill Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2014 after selling out during the quarter.
  • Graybill Wealth Management sold 118,609 State Street Financial Select Sector SPDR ETF shares in Q2 2014, an estimated $2.33M.
  • Graybill Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and held it in 4 quarters.
  • Graybill Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $2.33M in Q1 2014.
  • 515 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2014.

Based on Graybill Wealth Management's 13F filing for Q2 2014, filed 20 Aug 2014.