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LI
Longer Investments’s
State Street Financial Select Sector SPDR ETF
XLF
Stock Holding History
Longer Investments’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
Q1
$4.14M
Sell
161,160
-48,040
-23%
-$1.24M
4.9%
5
2018
Q4
$4.98M
Sell
209,200
-18,075
-8%
-$469K
5.8%
5
2018
Q3
$6.27M
Buy
227,275
+10,750
+5%
+$301K
6.04%
5
2018
Q2
$5.76M
Buy
216,525
+15,400
+8%
+$425K
5.59%
5
2018
Q1
$5.54M
Sell
201,125
-1,410
-0.7%
-$40.6K
6.07%
4
2017
Q4
$5.65M
Sell
202,535
-81,440
-29%
-$2.19M
4.73%
5
2017
Q3
$7.34M
Sell
283,975
-2,150
-0.8%
-$53.6K
6.55%
4
2017
Q2
$7.06M
Buy
286,125
+77,020
+37%
+$1.83M
6.18%
4
2017
Q1
$4.96M
Buy
209,105
+66,470
+47%
+$1.59M
4.77%
6
2016
Q4
$3.32M
Buy
142,635
+58,460
+69%
+$1.25M
3.03%
9
2016
Q3
$1.63M
Sell
84,175
-119,384
-59%
-$2.46M
1.41%
32
2016
Q2
$4.08M
Buy
203,559
+132,368
+186%
+$2.68M
4.49%
6
2016
Q1
$1.41M
Buy
+71,191
New
+$1.36M
1.16%
36
2015
Q3
–
Sell
-337,620
Closed
-$7.23M
–
41
2015
Q2
$7.23M
Sell
337,620
-41,254
-11%
-$891K
6.35%
4
2015
Q1
$8.02M
Buy
378,874
+26,257
+7%
+$556K
6.11%
5
2014
Q4
$7.66M
Sell
352,617
-4,631
-1%
-$97K
5.67%
5
2014
Q3
$7.27M
Sell
357,248
-36,492
-9%
-$737K
5.87%
7
2014
Q2
$7.86M
Buy
393,740
+103,941
+36%
+$2.02M
5.94%
4
2014
Q1
$5.68M
Buy
+289,799
New
+$5.53M
4.51%
5
Other funds holding XLF
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
AS
Altshuler Shaham
Tel Aviv, Israel
$5.43B AUM
44.68%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
SGI
Swan Global Investments
Durango, Colorado
$1.86B AUM
15.66%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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