Lloyds Banking Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Lloyds Banking 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
2018 Q4	$27K	Hold	1,151	–	–	0.38%	46
2018 Q3	$31K	Hold	1,151	–	–	0.38%	47
2018 Q2	$30K	Hold	1,151	–	–	0.25%	47
2018 Q1	$31K	Hold	1,151	–	–	0.24%	44
2017 Q4	$32K	Hold	1,151	–	–	0.3%	43
2017 Q3	$29K	Hold	1,151	–	–	0.29%	46
2017 Q2	$28K	Hold	1,151	–	–	0.27%	45
2017 Q1	$27K	Hold	1,151	–	–	0.24%	45
2016 Q4	$26K	Hold	1,151	–	–	0.23%	42
2016 Q3	$22K	Sell	1,151 -3,917	-77%	-$80.8K	0.2%	41
2016 Q2	$101K	Hold	5,068	–	–	0.83%	42
2016 Q1	$100K	Hold	5,068	–	–	0.82%	42
2015 Q4	$106K	Hold	5,068	–	–	0.86%	37
2015 Q3	$100K	Hold	5,068	–	–	0.74%	36
2015 Q2	$108K	Hold	5,068	–	–	0.69%	36
2015 Q1	$107K	Hold	5,068	–	–	0.27%	37
2014 Q4	$109K	Sell	5,068 -24,726	-83%	-$518K	0.21%	38
2014 Q3	$605K	Sell	29,794 -181,900	-86%	-$3.67M	0.17%	153
2014 Q2	$4.22M	Buy	+211,694	New	+$4.12M	1.02%	22
2014 Q1	–	Sell	-246,355	Closed	-$4.72M	–	603
2013 Q4	$4.72M	Sell	246,355 -44,672	-15%	-$822K	0.04%	315
2013 Q3	$5.08M	Sell	291,027 -955	-0.3%	-$16.9K	0.05%	259
2013 Q2	$4.98M	Buy	+291,982	New	+$4.9M	0.05%	248

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

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Lloyds Banking Group's XLF Position: Q4 2018 in Review

Lloyds Banking Group held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q4 2018 at 1,151 shares worth $27K. The position accounts for 0.38% of the portfolio, ranked #46.

Lloyds Banking Group first reported a position in XLF in Q2 2013 and has held it in 22 quarters since. The position peaked at $5.08M in Q3 2013. 1,023 funds tracked by Wall St. Rank hold XLF as of Q4 2018.

Lloyds Banking Group held 1,151 shares of State Street Financial Select Sector SPDR ETF worth $27K as of Q4 2018.
Lloyds Banking Group left its State Street Financial Select Sector SPDR ETF share count unchanged in Q4 2018.
State Street Financial Select Sector SPDR ETF made up 0.38% of Lloyds Banking Group's portfolio in Q4 2018, its #46 holding.
Lloyds Banking Group first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 22 quarters since.
Lloyds Banking Group's State Street Financial Select Sector SPDR ETF position peaked at $5.08M in Q3 2013.
1,023 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2018.

Based on Lloyds Banking Group's 13F filing for Q4 2018, filed 11 Feb 2019.