Independent Portfolio Consultants’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Independent Portfolio Consultants’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
2017 Q2	$586K	Sell	23,750 -32,680	-58%	-$776K	0.24%	136
2017 Q1	$1.34M	Sell	56,430 -32,365	-36%	-$775K	0.46%	46
2016 Q4	$2.06M	Buy	+88,795	New	+$1.9M	0.68%	20
2016 Q1	–	Sell	-52,813	Closed	-$1.1M	–	806
2015 Q4	$1.1M	Sell	52,813 -6,868	-12%	-$145K	0.33%	93
2015 Q3	$1.19M	Buy	59,681 +8,239	+16%	+$175K	0.26%	119
2015 Q2	$1.1M	Sell	51,442 -1,204	-2%	-$26K	0.22%	152
2015 Q1	$1.11M	Sell	52,646 -93,053	-64%	-$1.97M	0.23%	148
2014 Q4	$3.16M	Buy	+145,699	New	+$3.05M	0.64%	30

Other funds holding XLF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Independent Portfolio Consultants's XLF Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 58% in Q2 2017, selling an estimated $776K and leaving 23,750 shares worth $586K. The position accounts for 0.24% of the portfolio, ranked #136.

Independent Portfolio Consultants first reported a position in XLF in Q4 2014 and has held it in 8 quarters since. The position peaked at $3.16M in Q4 2014. 801 funds tracked by Wall St. Rank hold XLF as of Q2 2017.

Independent Portfolio Consultants held 23,750 shares of State Street Financial Select Sector SPDR ETF worth $586K as of Q2 2017.
Independent Portfolio Consultants sold 32,680 State Street Financial Select Sector SPDR ETF shares in Q2 2017, an estimated $776K.
State Street Financial Select Sector SPDR ETF made up 0.24% of Independent Portfolio Consultants's portfolio in Q2 2017, its #136 holding.
Independent Portfolio Consultants first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2014 and has held it in 8 quarters since.
Independent Portfolio Consultants's State Street Financial Select Sector SPDR ETF position peaked at $3.16M in Q4 2014.
801 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.