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

IRON Financial’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
2015 Q4	–	Sell	-338,494	Closed	-$6.73M	–	104
2015 Q3	$6.73M	Buy	+338,494	New	+$7.17M	4.48%	7
2015 Q2	–	Sell	-346,043	Closed	-$7.32M	–	80
2015 Q1	$7.32M	Buy	346,043 +261,156	+308%	+$5.53M	5.72%	4
2014 Q4	$18.4K	Sell	84,887 -264,465	-76%	-$5.54M	1.86%	11
2014 Q3	$7.11M	Buy	349,352 +161,258	+86%	+$3.26M	9.07%	3
2014 Q2	$3.75M	Sell	188,094 -4,866	-3%	-$94.8K	3.32%	9
2014 Q1	$3.78M	Buy	192,960 +2,608	+1%	+$49.8K	2.88%	10
2013 Q4	$3.65M	Buy	+190,352	New	+$3.5M	3.73%	10

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

IRON Financial's XLF Position: Q4 2015 in Review

IRON Financial sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2015, closing a stake of 338,494 shares — an estimated $6.73M sold.

IRON Financial first reported a position in XLF in Q4 2013 and held it in 7 quarters. The position peaked at $7.32M in Q1 2015. 641 funds tracked by Wall St. Rank hold XLF as of Q4 2015.

IRON Financial reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2015 after selling out during the quarter.
IRON Financial sold 338,494 State Street Financial Select Sector SPDR ETF shares in Q4 2015, an estimated $6.73M.
IRON Financial first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2013 and held it in 7 quarters.
IRON Financial's State Street Financial Select Sector SPDR ETF position peaked at $7.32M in Q1 2015.
641 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2015.

Based on IRON Financial's 13F filing for Q4 2015, filed 19 Jan 2016.