Madden Advisory Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Madden Advisory Services’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
2020 Q1	–	Sell	-16,532	Closed	-$508K	–	91
2019 Q4	$508K	Sell	16,532 -314	-2%	-$9.22K	0.33%	55
2019 Q3	$471K	Sell	16,846 -5,589	-25%	-$154K	0.34%	58
2019 Q2	$619K	Sell	22,435 -46,295	-67%	-$1.25M	0.39%	55
2019 Q1	$1.77M	Hold	68,730	–	–	0.95%	35
2018 Q4	$1.64M	Sell	68,730 -5,610	-8%	-$146K	0.99%	34
2018 Q3	$2.05M	Hold	74,340	–	–	1.24%	28
2018 Q2	$1.98M	Sell	74,340 -177	-0.2%	-$4.88K	1.25%	25
2018 Q1	$2.05M	Sell	74,517 -441	-0.6%	-$12.7K	1.25%	26
2017 Q4	$2.09M	Sell	74,958 -3,581	-5%	-$96.4K	1.26%	27
2017 Q3	$2.03M	Buy	78,539 +1,040	+1%	+$25.9K	1.28%	28
2017 Q2	$1.91M	Sell	77,499 -1,040	-1%	-$24.7K	1.26%	28
2017 Q1	$1.86M	Buy	78,539 +510	+0.7%	+$12.2K	1.2%	27
2016 Q4	$1.81M	Sell	78,029 -145	-0.2%	-$3.11K	1.23%	25
2016 Q3	$1.51M	Sell	78,174 -10,878	-12%	-$224K	0.93%	34
2016 Q2	$1.79M	Sell	89,052 -170	-0.2%	-$3.44K	1.1%	29
2016 Q1	$1.76M	Sell	89,222 -226	-0.3%	-$4.3K	1.15%	27
2015 Q4	$1.87M	Sell	89,448 -1,925	-2%	-$40.5K	1.23%	26
2015 Q3	$1.82M	Sell	91,373 -1,965	-2%	-$41.6K	1.19%	24
2015 Q2	$2M	Hold	93,338	–	–	1.19%	25
2015 Q1	$1.98M	Sell	93,338 -1,008	-1%	-$21.3K	1.19%	28
2014 Q4	$2.05M	Sell	94,346 -638	-0.7%	-$13.4K	1.17%	25
2014 Q3	$1.93M	Sell	94,984 -410	-0.4%	-$8.28K	1%	27
2014 Q2	$1.9M	Buy	95,394 +239	+0.3%	+$4.66K	0.97%	29
2014 Q1	$1.87M	Buy	95,155 +1,412	+2%	+$27K	1.02%	28
2013 Q4	$1.8M	Buy	93,743 +5,406	+6%	+$99.4K	1.35%	24
2013 Q3	$1.54M	Buy	88,337 +1,777	+2%	+$31.5K	1.35%	25
2013 Q2	$1.48M	Buy	+86,560	New	+$1.45M	1.21%	24

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

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

Madden Advisory Services's XLF Position: Q1 2020 in Review

Madden Advisory Services sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2020, closing a stake of 16,532 shares — an estimated $508K sold.

Madden Advisory Services first reported a position in XLF in Q2 2013 and held it in 27 quarters. The position peaked at $2.09M in Q4 2017. 972 funds tracked by Wall St. Rank hold XLF as of Q1 2020.

Madden Advisory Services reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Madden Advisory Services sold 16,532 State Street Financial Select Sector SPDR ETF shares in Q1 2020, an estimated $508K.
Madden Advisory Services first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and held it in 27 quarters.
Madden Advisory Services's State Street Financial Select Sector SPDR ETF position peaked at $2.09M in Q4 2017.
972 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2020.

Based on Madden Advisory Services's 13F filing for Q1 2020, filed 11 May 2020.