IFA
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Interactive Financial Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Interactive Financial 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
2017
Q3 		– Sell
-230
Closed -$6K – 103
2017
Q2 		$6K Buy
+230
New +$5.46K ﹤0.01% 96

Other funds holding XLF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
QIM
Quantitative Investment Management Charlottesville, Virginia $917M AUM 3.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Interactive Financial Advisors's XLF Position: Q3 2017 in Review

Interactive Financial Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2017, closing a stake of 230 shares — an estimated $6K sold.

Interactive Financial Advisors first reported a position in XLF in Q2 2017 and held it in 1 quarter. The position peaked at $6K in Q2 2017. 815 funds tracked by Wall St. Rank hold XLF as of Q3 2017.

  • Interactive Financial Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2017 after selling out during the quarter.
  • Interactive Financial Advisors sold 230 State Street Financial Select Sector SPDR ETF shares in Q3 2017, an estimated $6K.
  • Interactive Financial Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2017 and held it in 1 quarter.
  • Interactive Financial Advisors's State Street Financial Select Sector SPDR ETF position peaked at $6K in Q2 2017.
  • 815 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2017.

Based on Interactive Financial Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.