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

Julex Capital 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	$3.22M	Sell	115,103 -82,600	-42%	-$2.28M	7.6%	7
2019 Q2	$5.46M	Sell	197,703 -129,397	-40%	-$3.5M	6.02%	10
2019 Q1	$8.41M	Sell	327,100 -447,542	-58%	-$11.6M	7.29%	9
2018 Q4	$20.7M	Buy	+774,642	New	+$20.1M	13.45%	3

Other funds holding XLF

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

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

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

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

Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Julex Capital Management's XLF Position: Q3 2019 in Review

Julex Capital Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 42% in Q3 2019, selling an estimated $2.28M and leaving 115,103 shares worth $3.22M. The position accounts for 7.6% of the portfolio, ranked #7.

Julex Capital Management first reported a position in XLF in Q4 2018 and has held it in 4 quarters since. The position peaked at $20.7M in Q4 2018. 988 funds tracked by Wall St. Rank hold XLF as of Q3 2019.

Julex Capital Management held 115,103 shares of State Street Financial Select Sector SPDR ETF worth $3.22M as of Q3 2019.
Julex Capital Management sold 82,600 State Street Financial Select Sector SPDR ETF shares in Q3 2019, an estimated $2.28M.
State Street Financial Select Sector SPDR ETF made up 7.6% of Julex Capital Management's portfolio in Q3 2019, its #7 holding.
Julex Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 4 quarters since.
Julex Capital Management's State Street Financial Select Sector SPDR ETF position peaked at $20.7M in Q4 2018.
988 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2019.

Based on Julex Capital Management's 13F filing for Q3 2019, filed 18 Oct 2019.