LexAurum Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

LexAurum Advisors’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
2018 Q2	–	Sell	-41,221	Closed	-$1.14M	–	160
2018 Q1	$1.14M	Buy	+41,221	New	+$1.19M	0.96%	28

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

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

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

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

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

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

LexAurum Advisors's XLF Position: Q2 2018 in Review

LexAurum Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2018, closing a stake of 41,221 shares — an estimated $1.14M sold.

LexAurum Advisors first reported a position in XLF in Q1 2018 and held it in 1 quarter. The position peaked at $1.14M in Q1 2018. 971 funds tracked by Wall St. Rank hold XLF as of Q2 2018.

LexAurum Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2018 after selling out during the quarter.
LexAurum Advisors sold 41,221 State Street Financial Select Sector SPDR ETF shares in Q2 2018, an estimated $1.14M.
LexAurum Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2018 and held it in 1 quarter.
LexAurum Advisors's State Street Financial Select Sector SPDR ETF position peaked at $1.14M in Q1 2018.
971 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2018.

Based on LexAurum Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.