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

Kanaly Trust’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
2016 Q4	$35K	Hold	1,523	–	–	0.01%	334
2016 Q3	$29K	Sell	1,523 -212	-12%	-$4.37K	0.01%	359
2016 Q2	$35K	Hold	1,735	–	–	0.01%	339
2016 Q1	$34K	Hold	1,735	–	–	0.01%	343
2015 Q4	$36K	Hold	1,735	–	–	0.01%	319
2015 Q3	$35K	Hold	1,735	–	–	0.01%	338
2015 Q2	$37K	Hold	1,735	–	–	0.01%	358
2015 Q1	$37K	Hold	1,735	–	–	0.01%	317
2014 Q4	$38K	Hold	1,735	–	–	0.01%	314
2014 Q3	$35K	Hold	1,735	–	–	0.01%	333
2014 Q2	$35K	Hold	1,735	–	–	0.01%	348
2014 Q1	$34K	Hold	1,735	–	–	0.01%	339
2013 Q4	$33K	Buy	+1,735	New	+$31.9K	0.01%	339

Other funds holding XLF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Kanaly Trust's XLF Position: Q4 2016 in Review

Kanaly Trust held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q4 2016 at 1,523 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #334.

Kanaly Trust first reported a position in XLF in Q4 2013 and has held it in 13 quarters since. The position peaked at $38K in Q4 2014. 765 funds tracked by Wall St. Rank hold XLF as of Q4 2016.

Kanaly Trust held 1,523 shares of State Street Financial Select Sector SPDR ETF worth $35K as of Q4 2016.
Kanaly Trust left its State Street Financial Select Sector SPDR ETF share count unchanged in Q4 2016.
State Street Financial Select Sector SPDR ETF made up 0.01% of Kanaly Trust's portfolio in Q4 2016, its #334 holding.
Kanaly Trust first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2013 and has held it in 13 quarters since.
Kanaly Trust's State Street Financial Select Sector SPDR ETF position peaked at $38K in Q4 2014.
765 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.