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

Portfolio Strategies’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
2018
Q4 		– Sell
-675
Closed -$19K – 207
2018
Q3 		$19K Hold
675
– – 0.01% 118
2018
Q2 		$18K Hold
675
– – 0.01% 123
2018
Q1 		$19K Hold
675
– – 0.01% 125
2017
Q4 		$19K Buy
+675
New +$18.2K 0.01% 132

Other funds holding XLF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Portfolio Strategies's XLF Position: Q4 2018 in Review

Portfolio Strategies sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2018, closing a stake of 675 shares — an estimated $19K sold.

Portfolio Strategies first reported a position in XLF in Q4 2017 and held it in 4 quarters. The position peaked at $19K in Q3 2018. 1,023 funds tracked by Wall St. Rank hold XLF as of Q4 2018.

  • Portfolio Strategies reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
  • Portfolio Strategies sold 675 State Street Financial Select Sector SPDR ETF shares in Q4 2018, an estimated $19K.
  • Portfolio Strategies first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and held it in 4 quarters.
  • Portfolio Strategies's State Street Financial Select Sector SPDR ETF position peaked at $19K in Q3 2018.
  • 1,023 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2018.

Based on Portfolio Strategies's 13F filing for Q4 2018, filed 4 Feb 2019.