Secrest Blakey & Associates’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Secrest Blakey & Associates’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
2019 Q1	–	Sell	-8,757	Closed	-$209K	–	136
2018 Q4	$209K	Sell	8,757 -6,177	-41%	-$160K	0.17%	95
2018 Q3	$412K	Sell	14,934 -1,067	-7%	-$29.9K	0.32%	69
2018 Q2	$425K	Sell	16,001 -1,315	-8%	-$36.3K	0.33%	74
2018 Q1	$477K	Hold	17,316	–	–	0.41%	68
2017 Q4	$483K	Buy	+17,316	New	+$466K	0.39%	66

Other funds holding XLF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Secrest Blakey & Associates's XLF Position: Q1 2019 in Review

Secrest Blakey & Associates sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2019, closing a stake of 8,757 shares — an estimated $209K sold.

Secrest Blakey & Associates first reported a position in XLF in Q4 2017 and held it in 5 quarters. The position peaked at $483K in Q4 2017. 983 funds tracked by Wall St. Rank hold XLF as of Q1 2019.

Secrest Blakey & Associates reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2019 after selling out during the quarter.
Secrest Blakey & Associates sold 8,757 State Street Financial Select Sector SPDR ETF shares in Q1 2019, an estimated $209K.
Secrest Blakey & Associates first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and held it in 5 quarters.
Secrest Blakey & Associates's State Street Financial Select Sector SPDR ETF position peaked at $483K in Q4 2017.
983 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2019.

Based on Secrest Blakey & Associates's 13F filing for Q1 2019, filed 6 May 2019.