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Jordan Park Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Jordan Park Group’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
-7,250
Closed -$200K – 43
2019
Q2 		$200K Buy
+7,250
New +$196K 0.02% 41

Other funds holding XLF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jordan Park Group's XLF Position: Q3 2019 in Review

Jordan Park Group sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2019, closing a stake of 7,250 shares — an estimated $200K sold.

Jordan Park Group first reported a position in XLF in Q2 2019 and held it in 1 quarter. The position peaked at $200K in Q2 2019. 987 funds tracked by Wall St. Rank hold XLF as of Q3 2019.

  • Jordan Park Group reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2019 after selling out during the quarter.
  • Jordan Park Group sold 7,250 State Street Financial Select Sector SPDR ETF shares in Q3 2019, an estimated $200K.
  • Jordan Park Group first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2019 and held it in 1 quarter.
  • Jordan Park Group's State Street Financial Select Sector SPDR ETF position peaked at $200K in Q2 2019.
  • 987 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2019.

Based on Jordan Park Group's 13F filing for Q3 2019, filed 9 Oct 2019.