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

Jackson Financial Management’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
2019 Q3	–	Sell	-71,700	Closed	-$1.98M	–	38
2019 Q2	$1.98M	Buy	71,700 +41,644	+139%	+$1.13M	1.29%	21
2019 Q1	$773K	Buy	30,056 +3,806	+14%	+$98.2K	0.51%	26
2018 Q4	$625K	Sell	26,250 -1,230	-4%	-$31.9K	0.69%	21
2018 Q3	$758K	Sell	27,480 -25	-0.1%	-$700	0.6%	23
2018 Q2	$731K	Sell	27,505 -4,380	-14%	-$121K	0.65%	22
2018 Q1	$879K	Sell	31,885 -625	-2%	-$18K	0.81%	22
2017 Q4	$907K	Buy	+32,510	New	+$875K	0.83%	21

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jackson Financial Management's XLF Position: Q3 2019 in Review

Jackson Financial Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2019, closing a stake of 71,700 shares — an estimated $1.98M sold.

Jackson Financial Management first reported a position in XLF in Q4 2017 and held it in 7 quarters. The position peaked at $1.98M in Q2 2019. 987 funds tracked by Wall St. Rank hold XLF as of Q3 2019.

Jackson Financial Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2019 after selling out during the quarter.
Jackson Financial Management sold 71,700 State Street Financial Select Sector SPDR ETF shares in Q3 2019, an estimated $1.98M.
Jackson Financial Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and held it in 7 quarters.
Jackson Financial Management's State Street Financial Select Sector SPDR ETF position peaked at $1.98M in Q2 2019.
987 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2019.

Based on Jackson Financial Management's 13F filing for Q3 2019, filed 1 Nov 2019.