High Point Bank & Trust’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

High Point Bank & Trust’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
2016 Q4	$55K	Hold	2,368	–	–	0.02%	218
2016 Q3	$46K	Sell	2,368 -329	-12%	-$6.79K	0.01%	240
2016 Q2	$54K	Hold	2,697	–	–	0.01%	219
2016 Q1	$53K	Hold	2,697	–	–	0.01%	220
2015 Q4	$56K	Hold	2,697	–	–	0.01%	220
2015 Q3	$54K	Hold	2,697	–	–	0.02%	234
2015 Q2	$58K	Sell	2,697 -1,026	-28%	-$22.2K	0.02%	224
2015 Q1	$79K	Buy	3,723 +1,673	+82%	+$35.4K	0.02%	212
2014 Q4	$45K	Hold	2,050	–	–	0.02%	251
2014 Q3	$42K	Hold	2,050	–	–	0.01%	257
2014 Q2	$41K	Hold	2,050	–	–	0.01%	263
2014 Q1	$40K	Hold	2,050	–	–	0.01%	260
2013 Q4	$39K	Hold	2,050	–	–	0.01%	261
2013 Q3	$36K	Hold	2,050	–	–	0.01%	270
2013 Q2	$35K	Buy	+2,050	New	+$34.4K	0.01%	268

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

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

High Point Bank & Trust's XLF Position: Q4 2016 in Review

High Point Bank & Trust held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q4 2016 at 2,368 shares worth $55K. The position accounts for 0.02% of the portfolio, ranked #218.

High Point Bank & Trust first reported a position in XLF in Q2 2013 and has held it in 15 quarters since. The position peaked at $79K in Q1 2015. 765 funds tracked by Wall St. Rank hold XLF as of Q4 2016.

High Point Bank & Trust held 2,368 shares of State Street Financial Select Sector SPDR ETF worth $55K as of Q4 2016.
High Point Bank & Trust left its State Street Financial Select Sector SPDR ETF share count unchanged in Q4 2016.
State Street Financial Select Sector SPDR ETF made up 0.02% of High Point Bank & Trust's portfolio in Q4 2016, its #218 holding.
High Point Bank & Trust first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 15 quarters since.
High Point Bank & Trust's State Street Financial Select Sector SPDR ETF position peaked at $79K in Q1 2015.
765 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2016.

Based on High Point Bank & Trust's 13F filing for Q4 2016, filed 28 Feb 2017.