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

Madrona Financial 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
2019 Q2	–	Sell	-117,788	Closed	-$3.03M	–	58
2019 Q1	$3.03M	Sell	117,788 -8,361	-7%	-$216K	3.32%	9
2018 Q4	$3M	Buy	126,149 +1,319	+1%	+$34.3K	2.65%	11
2018 Q3	$3.44M	Buy	124,830 +3,545	+3%	+$99.2K	2.62%	11
2018 Q2	$3.23M	Sell	121,285 -788	-0.6%	-$21.7K	2.59%	11
2018 Q1	$3.37M	Buy	+122,073	New	+$3.52M	2.68%	11

Other funds holding XLF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Madrona Financial Services's XLF Position: Q2 2019 in Review

Madrona Financial Services sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2019, closing a stake of 117,788 shares — an estimated $3.03M sold.

Madrona Financial Services first reported a position in XLF in Q1 2018 and held it in 5 quarters. The position peaked at $3.44M in Q3 2018. 977 funds tracked by Wall St. Rank hold XLF as of Q2 2019.

Madrona Financial Services reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2019 after selling out during the quarter.
Madrona Financial Services sold 117,788 State Street Financial Select Sector SPDR ETF shares in Q2 2019, an estimated $3.03M.
Madrona Financial Services first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2018 and held it in 5 quarters.
Madrona Financial Services's State Street Financial Select Sector SPDR ETF position peaked at $3.44M in Q3 2018.
977 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2019.

Based on Madrona Financial Services's 13F filing for Q2 2019, filed 25 Jul 2019.