IFP Advisors’s Financial Services Select Sector SPDR Fund XLFS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-5,976
Closed -$182K 4360
2016
Q3
$182K Buy
5,976
+5,576
+1,394% +$168K 0.01% 1049
2016
Q2
$11K Buy
+400
New +$11.7K ﹤0.01% 2723
2016
Q1
Sell
-400
Closed -$12K 4518
2015
Q4
$12K Buy
+400
New +$12.5K ﹤0.01% 2509

IFP Advisors's XLFS Position: Q4 2016 in Review

IFP Advisors sold out of Financial Services Select Sector SPDR Fund (XLFS) in Q4 2016, closing a stake of 5,976 shares — an estimated $182K sold.

IFP Advisors first reported a position in XLFS in Q4 2015 and held it in 3 quarters. The position peaked at $182K in Q3 2016. 0 funds tracked by Wall St. Rank hold XLFS as of Q4 2016.

  • IFP Advisors reported no remaining Financial Services Select Sector SPDR Fund position as of Q4 2016 after selling out during the quarter.
  • IFP Advisors sold 5,976 Financial Services Select Sector SPDR Fund shares in Q4 2016, an estimated $182K.
  • IFP Advisors first reported a position in Financial Services Select Sector SPDR Fund in Q4 2015 and held it in 3 quarters.
  • IFP Advisors's Financial Services Select Sector SPDR Fund position peaked at $182K in Q3 2016.
  • 0 funds tracked by Wall St. Rank held Financial Services Select Sector SPDR Fund as of Q4 2016.

Based on IFP Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.