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Marino Stram & Associates’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Marino Stram & Associates’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
-45
Closed -$1K – 578
2019
Q1 		$1K Hold
45
– – ﹤0.01% 613
2018
Q4 		$1K Hold
45
– – ﹤0.01% 596
2018
Q3 		$1K Hold
45
– – ﹤0.01% 463
2018
Q2 		$1K Hold
45
– – ﹤0.01% 461
2018
Q1 		$1K Buy
45
+1
+2% +$29 ﹤0.01% 447
2017
Q4 		$1K Buy
+44
New +$1.18K ﹤0.01% 450

Other funds holding XLF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Marino Stram & Associates's XLF Position: Q2 2019 in Review

Marino Stram & Associates sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2019, closing a stake of 45 shares — an estimated $1K sold.

Marino Stram & Associates first reported a position in XLF in Q4 2017 and held it in 6 quarters. The position peaked at $1K in Q1 2019. 977 funds tracked by Wall St. Rank hold XLF as of Q2 2019.

  • Marino Stram & Associates reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2019 after selling out during the quarter.
  • Marino Stram & Associates sold 45 State Street Financial Select Sector SPDR ETF shares in Q2 2019, an estimated $1K.
  • Marino Stram & Associates first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and held it in 6 quarters.
  • Marino Stram & Associates's State Street Financial Select Sector SPDR ETF position peaked at $1K in Q1 2019.
  • 977 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2019.

Based on Marino Stram & Associates's 13F filing for Q2 2019, filed 19 Jul 2019.