Next Financial Group’s Financial Services Select Sector SPDR Fund XLFS Stock Holding History

Next Financial Group’s Portfolio XLFS Stock Details XLFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-7,330	Closed	-$223K	–	2607
2016 Q3	$223K	Sell	7,330 -700	-9%	-$21.1K	0.04%	439
2016 Q2	$230K	Buy	8,030 +4,630	+136%	+$136K	0.07%	270
2016 Q1	$96K	Buy	+3,400	New	+$94.1K	0.03%	439

Next Financial Group's XLFS Position: Q4 2016 in Review

Next Financial Group sold out of Financial Services Select Sector SPDR Fund (XLFS) in Q4 2016, closing a stake of 7,330 shares — an estimated $223K sold.

Next Financial Group first reported a position in XLFS in Q1 2016 and held it in 3 quarters. The position peaked at $230K in Q2 2016. 0 funds tracked by Wall St. Rank hold XLFS as of Q4 2016.

Next Financial Group reported no remaining Financial Services Select Sector SPDR Fund position as of Q4 2016 after selling out during the quarter.
Next Financial Group sold 7,330 Financial Services Select Sector SPDR Fund shares in Q4 2016, an estimated $223K.
Next Financial Group first reported a position in Financial Services Select Sector SPDR Fund in Q1 2016 and held it in 3 quarters.
Next Financial Group's Financial Services Select Sector SPDR Fund position peaked at $230K in Q2 2016.
0 funds tracked by Wall St. Rank held Financial Services Select Sector SPDR Fund as of Q4 2016.

Based on Next Financial Group's 13F filing for Q4 2016, filed 2 Feb 2017.