IFC Holdings’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

IFC Holdings’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 Q1	–	Sell	-53,543	Closed	-$1.5M	–	448
2017 Q4	$1.5M	Buy	53,543 +4,506	+9%	+$121K	0.1%	141
2017 Q3	$1.27M	Sell	49,037 -485	-1%	-$12.1K	0.09%	161
2017 Q2	$1.22M	Buy	49,522 +2,319	+5%	+$55K	0.09%	155
2017 Q1	$1.12M	Buy	47,203 +1,665	+4%	+$39.9K	0.1%	141
2016 Q4	$1.05M	Buy	45,538 +27,943	+159%	+$599K	0.11%	138
2016 Q3	$344K	Sell	17,595 -891	-5%	-$18.4K	0.04%	276
2016 Q2	$371K	Sell	18,486 -3,537	-16%	-$71.6K	0.04%	258
2016 Q1	$440K	Buy	22,023 +1,979	+10%	+$37.7K	0.06%	223
2015 Q4	$421K	Buy	20,044 +2,805	+16%	+$59.1K	0.06%	225
2015 Q3	$344K	Buy	17,239 +2,723	+19%	+$57.7K	0.05%	245
2015 Q2	$315K	Buy	14,516 +2,366	+19%	+$51.1K	0.05%	282
2015 Q1	$257K	Buy	12,150 +632	+5%	+$13.4K	0.04%	300
2014 Q4	$252K	Buy	+11,518	New	+$241K	0.04%	303
2014 Q2	–	Sell	-10,751	Closed	-$211K	–	368
2014 Q1	$211K	Buy	+10,751	New	+$205K	0.04%	291
2013 Q4	–	Sell	-130,047	Closed	-$2.29M	–	364
2013 Q3	$2.29M	Sell	130,047 -2,443	-2%	-$43.3K	0.5%	48
2013 Q2	$2.26M	Buy	+132,490	New	+$2.22M	0.54%	46

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

IFC Holdings's XLF Position: Q1 2018 in Review

IFC Holdings sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2018, closing a stake of 53,543 shares — an estimated $1.5M sold.

IFC Holdings first reported a position in XLF in Q2 2013 and held it in 16 quarters. The position peaked at $2.29M in Q3 2013. 972 funds tracked by Wall St. Rank hold XLF as of Q1 2018.

IFC Holdings reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2018 after selling out during the quarter.
IFC Holdings sold 53,543 State Street Financial Select Sector SPDR ETF shares in Q1 2018, an estimated $1.5M.
IFC Holdings first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and held it in 16 quarters.
IFC Holdings's State Street Financial Select Sector SPDR ETF position peaked at $2.29M in Q3 2013.
972 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.