SevenBridge Financial Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

SevenBridge Financial Group’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 Q3	–	Sell	-1,942	Closed	-$54K	–	583
2019 Q2	$54K	Hold	1,942	–	–	0.02%	272
2019 Q1	$50K	Hold	1,942	–	–	0.02%	243
2018 Q4	$46K	Hold	1,942	–	–	0.03%	212
2018 Q3	$54K	Sell	1,942 -350	-15%	-$9.79K	0.03%	219
2018 Q2	$61K	Hold	2,292	–	–	0.03%	216
2018 Q1	$63K	Hold	2,292	–	–	0.04%	212
2017 Q4	$64K	Hold	2,292	–	–	0.04%	224
2017 Q3	$59K	Hold	2,292	–	–	0.03%	231
2017 Q2	$57K	Hold	2,292	–	–	0.03%	241
2017 Q1	$54K	Sell	2,292 -2,293	-50%	-$54.9K	0.04%	240
2016 Q4	$89K	Hold	4,585	–	–	0.06%	207
2016 Q3	$89K	Sell	4,585 -1,075	-19%	-$22.2K	0.06%	204
2016 Q2	$114K	Buy	+5,660	New	+$115K	0.08%	185

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

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

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SevenBridge Financial Group's XLF Position: Q3 2019 in Review

SevenBridge Financial Group sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2019, closing a stake of 1,942 shares — an estimated $54K sold.

SevenBridge Financial Group first reported a position in XLF in Q2 2016 and held it in 13 quarters. The position peaked at $114K in Q2 2016. 987 funds tracked by Wall St. Rank hold XLF as of Q3 2019.

SevenBridge Financial Group reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 1,942 State Street Financial Select Sector SPDR ETF shares in Q3 2019, an estimated $54K.
SevenBridge Financial Group first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's State Street Financial Select Sector SPDR ETF position peaked at $114K in Q2 2016.
987 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.