Security National Bank of Sioux City Iowa’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Security National Bank of Sioux City Iowa’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
2016 Q1	–	Sell	-11,164	Closed	-$234K	–	76
2015 Q4	$234K	Hold	11,164	–	–	0.23%	72
2015 Q3	$222K	Hold	11,164	–	–	0.26%	68
2015 Q2	$239K	Hold	11,164	–	–	0.26%	67
2015 Q1	$236K	Hold	11,164	–	–	0.25%	71
2014 Q4	$242K	Hold	11,164	–	–	0.27%	73
2014 Q3	$227K	Hold	11,164	–	–	0.25%	73
2014 Q2	$223K	Hold	11,164	–	–	0.25%	73
2014 Q1	$219K	Hold	11,164	–	–	0.26%	72
2013 Q4	$214K	Buy	+11,164	New	+$205K	0.26%	69

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Commerzbank Aktiengesellschaft Frankfurt, Germany $5B AUM 26.58% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Security National Bank of Sioux City Iowa's XLF Position: Q1 2016 in Review

Security National Bank of Sioux City Iowa sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2016, closing a stake of 11,164 shares — an estimated $234K sold.

Security National Bank of Sioux City Iowa first reported a position in XLF in Q4 2013 and held it in 9 quarters. The position peaked at $242K in Q4 2014. 575 funds tracked by Wall St. Rank hold XLF as of Q1 2016.

Security National Bank of Sioux City Iowa reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2016 after selling out during the quarter.
Security National Bank of Sioux City Iowa sold 11,164 State Street Financial Select Sector SPDR ETF shares in Q1 2016, an estimated $234K.
Security National Bank of Sioux City Iowa first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2013 and held it in 9 quarters.
Security National Bank of Sioux City Iowa's State Street Financial Select Sector SPDR ETF position peaked at $242K in Q4 2014.
575 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2016.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q1 2016, filed 13 May 2016.