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Portfolio Strategies (Washington)’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Portfolio Strategies (Washington)’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
2014
Q4 		– Sell
-9,564
Closed -$195K – 46
2014
Q3 		$195K Sell
9,564
-12,477
-57% -$252K 0.22% 37
2014
Q2 		$440K Buy
+22,041
New +$429K 0.49% 39

Other funds holding XLF

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EA
Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return

Portfolio Strategies (Washington)'s XLF Position: Q4 2014 in Review

Portfolio Strategies (Washington) sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2014, closing a stake of 9,564 shares — an estimated $195K sold.

Portfolio Strategies (Washington) first reported a position in XLF in Q2 2014 and held it in 2 quarters. The position peaked at $440K in Q2 2014. 612 funds tracked by Wall St. Rank hold XLF as of Q4 2014.

  • Portfolio Strategies (Washington) reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2014 after selling out during the quarter.
  • Portfolio Strategies (Washington) sold 9,564 State Street Financial Select Sector SPDR ETF shares in Q4 2014, an estimated $195K.
  • Portfolio Strategies (Washington) first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2014 and held it in 2 quarters.
  • Portfolio Strategies (Washington)'s State Street Financial Select Sector SPDR ETF position peaked at $440K in Q2 2014.
  • 612 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2014.

Based on Portfolio Strategies (Washington)'s 13F filing for Q4 2014, filed 9 Feb 2015.