Outlook Wealth Advisors’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
-9,160
Closed -$236K 159
2019
Q1
$236K Buy
9,160
+5,979
+188% +$154K 0.19% 130
2018
Q4
$758K Buy
+3,181
New +$82.6K 0.35% 73

Other funds holding XLF

Outlook Wealth Advisors's XLF Position: Q2 2019 in Review

Outlook Wealth Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2019, closing a stake of 9,160 shares — an estimated $236K sold.

Outlook Wealth Advisors first reported a position in XLF in Q4 2018 and held it in 2 quarters. The position peaked at $758K in Q4 2018. 977 funds tracked by Wall St. Rank hold XLF as of Q2 2019.

  • Outlook Wealth Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2019 after selling out during the quarter.
  • Outlook Wealth Advisors sold 9,160 State Street Financial Select Sector SPDR ETF shares in Q2 2019, an estimated $236K.
  • Outlook Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and held it in 2 quarters.
  • Outlook Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $758K in Q4 2018.
  • 977 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2019.

Based on Outlook Wealth Advisors's 13F filing for Q2 2019, filed 15 Aug 2019.