Oak Point Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
Other funds holding XLF
CI
Oak Point Wealth Management's XLF Position: Q1 2018 in Review
Oak Point Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 22,606% in Q1 2018, buying an estimated $1.31M and bringing the position to 45,640 shares worth $1.23M. The position accounts for 1.25% of the portfolio, ranked #28.
Oak Point Wealth Management first reported a position in XLF in Q4 2017 and has held it in 2 quarters since. 973 funds tracked by Wall St. Rank hold XLF as of Q1 2018.
- Oak Point Wealth Management held 45,640 shares of State Street Financial Select Sector SPDR ETF worth $1.23M as of Q1 2018.
- Oak Point Wealth Management bought 45,439 State Street Financial Select Sector SPDR ETF shares in Q1 2018, an estimated $1.31M.
- State Street Financial Select Sector SPDR ETF made up 1.25% of Oak Point Wealth Management's portfolio in Q1 2018, its #28 holding.
- Oak Point Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and has held it in 2 quarters since.
- 973 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2018.
Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.