Guidant Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Guidant Wealth Advisors’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	-557	Closed	-$15K	–	298
2018 Q1	$15K	Hold	557	–	–	0.01%	133
2017 Q4	$15K	Sell	557 -343	-38%	-$9.23K	0.01%	134
2017 Q3	$23K	Hold	900	–	–	0.02%	108
2017 Q2	$22K	Hold	900	–	–	0.01%	152
2017 Q1	$21K	Hold	900	–	–	0.01%	138
2016 Q4	$21K	Hold	900	–	–	0.01%	125
2016 Q3	$17K	Buy	+900	New	+$18.6K	0.01%	134

Other funds holding XLF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

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

SGI

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Guidant Wealth Advisors's XLF Position: Q2 2018 in Review

Guidant Wealth Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2018, closing a stake of 557 shares — an estimated $15K sold.

Guidant Wealth Advisors first reported a position in XLF in Q3 2016 and held it in 7 quarters. The position peaked at $23K in Q3 2017. 970 funds tracked by Wall St. Rank hold XLF as of Q2 2018.

Guidant Wealth Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2018 after selling out during the quarter.
Guidant Wealth Advisors sold 557 State Street Financial Select Sector SPDR ETF shares in Q2 2018, an estimated $15K.
Guidant Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2016 and held it in 7 quarters.
Guidant Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $23K in Q3 2017.
970 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2018.

Based on Guidant Wealth Advisors's 13F filing for Q2 2018, filed 11 Jul 2018.