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

LBA Wealth 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
2017 Q1	$47K	Sell	1,965 -155	-7%	-$3.71K	0.02%	202
2016 Q4	$49K	Buy	2,120 +870	+70%	+$18.7K	0.03%	192
2016 Q3	$24K	Sell	1,250 -174	-12%	-$3.59K	0.01%	252
2016 Q2	$29K	Hold	1,424	–	–	0.02%	233
2016 Q1	$28K	Sell	1,424 -57	-4%	-$1.09K	0.02%	231
2015 Q4	$31K	Hold	1,481	–	–	0.02%	237
2015 Q3	$29K	Buy	1,481 +114	+8%	+$2.42K	0.02%	209
2015 Q2	$29K	Hold	1,367	–	–	0.02%	195
2015 Q1	$29K	Hold	1,367	–	–	0.02%	197
2014 Q4	$30K	Hold	1,367	–	–	0.02%	189
2014 Q3	$28K	Hold	1,367	–	–	0.02%	199
2014 Q2	$27K	Hold	1,367	–	–	0.02%	182
2014 Q1	$27K	Sell	1,367 -706	-34%	-$13.5K	0.02%	178
2013 Q4	$40K	Buy	+2,073	New	+$38.1K	0.03%	169

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

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

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LBA Wealth Management's XLF Position: Q1 2017 in Review

LBA Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 7.3% in Q1 2017, selling an estimated $3.71K and leaving 1,965 shares worth $47K. The position accounts for 0.02% of the portfolio, ranked #202.

LBA Wealth Management first reported a position in XLF in Q4 2013 and has held it in 14 quarters since. The position peaked at $49K in Q4 2016. 804 funds tracked by Wall St. Rank hold XLF as of Q1 2017.

LBA Wealth Management held 1,965 shares of State Street Financial Select Sector SPDR ETF worth $47K as of Q1 2017.
LBA Wealth Management sold 155 State Street Financial Select Sector SPDR ETF shares in Q1 2017, an estimated $3.71K.
State Street Financial Select Sector SPDR ETF made up 0.02% of LBA Wealth Management's portfolio in Q1 2017, its #202 holding.
LBA Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2013 and has held it in 14 quarters since.
LBA Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $49K in Q4 2016.
804 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.