Millie Capital Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Millie Capital Management’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
2017 Q4	$944K	Hold	33,835	–	–	0.79%	37
2017 Q3	$875K	Hold	33,835	–	–	0.71%	41
2017 Q2	$835K	Buy	+33,835	New	+$803K	0.72%	42

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Millie Capital Management's XLF Position: Q4 2017 in Review

Millie Capital Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q4 2017 at 33,835 shares worth $944K. The position accounts for 0.79% of the portfolio, ranked #37.

Millie Capital Management first reported a position in XLF in Q2 2017 and has held it in 3 quarters since. 960 funds tracked by Wall St. Rank hold XLF as of Q4 2017.

Millie Capital Management held 33,835 shares of State Street Financial Select Sector SPDR ETF worth $944K as of Q4 2017.
Millie Capital Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q4 2017.
State Street Financial Select Sector SPDR ETF made up 0.79% of Millie Capital Management's portfolio in Q4 2017, its #37 holding.
Millie Capital Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2017 and has held it in 3 quarters since.
960 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2017.

Based on Millie Capital Management's 13F filing for Q4 2017, filed 7 Feb 2018.