Mosaic Family Wealth’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-120
Closed -$3K 608
2019
Q1
$3K Sell
120
-950
-89% -$24.5K ﹤0.01% 627
2018
Q4
$25K Hold
1,070
0.01% 401
2018
Q3
$29K Sell
1,070
-485
-31% -$13.6K 0.01% 388
2018
Q2
$41K Hold
1,555
0.02% 339
2018
Q1
$43K Hold
1,555
0.02% 329
2017
Q4
$43K Buy
1,555
+1,027
+195% +$27.6K 0.02% 350
2017
Q3
$14K Buy
+528
New +$13.2K 0.01% 534

Other funds holding XLF

Mosaic Family Wealth's XLF Position: Q2 2019 in Review

Mosaic Family Wealth sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2019, closing a stake of 120 shares — an estimated $3K sold.

Mosaic Family Wealth first reported a position in XLF in Q3 2017 and held it in 7 quarters. The position peaked at $43K in Q1 2018. 977 funds tracked by Wall St. Rank hold XLF as of Q2 2019.

  • Mosaic Family Wealth reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 120 State Street Financial Select Sector SPDR ETF shares in Q2 2019, an estimated $3K.
  • Mosaic Family Wealth first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2017 and held it in 7 quarters.
  • Mosaic Family Wealth's State Street Financial Select Sector SPDR ETF position peaked at $43K in Q1 2018.
  • 977 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.