Signature Financial Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$30.5M Buy
1,278,569
+5
+0% +$130 7.33% 2
2018
Q3
$35.3M Buy
1,278,564
+75,002
+6% +$2.1M 6.23% 4
2018
Q2
$32M Buy
1,203,562
+116,204
+11% +$3.2M 6.77% 4
2018
Q1
$30M Buy
1,087,358
+3
+0% +$86 6.24% 5
2017
Q4
$30.3M Buy
1,087,355
+3
+0% +$81 8.2% 3
2017
Q3
$28.1M Buy
1,087,352
+4
+0% +$100 8.57% 3
2017
Q2
$26.8M Buy
1,087,348
+2
+0% +$47 8.43% 3
2017
Q1
$25.8M Buy
1,087,346
+748,225
+221% +$17.9M 8.27% 3
2016
Q4
$7.88M Buy
+339,121
New +$7.28M 2.96% 6

Other funds holding XLF

Signature Financial Management's XLF Position: Q4 2018 in Review

Signature Financial Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0% in Q4 2018, buying an estimated $130 and bringing the position to 1,278,569 shares worth $30.5M. The position accounts for 7.33% of the portfolio, ranked #2.

Signature Financial Management first reported a position in XLF in Q4 2016 and has held it in 9 quarters since. The position peaked at $35.3M in Q3 2018. 1,024 funds tracked by Wall St. Rank hold XLF as of Q4 2018.

  • Signature Financial Management held 1,278,569 shares of State Street Financial Select Sector SPDR ETF worth $30.5M as of Q4 2018.
  • Signature Financial Management bought 5 State Street Financial Select Sector SPDR ETF shares in Q4 2018, an estimated $130.
  • State Street Financial Select Sector SPDR ETF made up 7.33% of Signature Financial Management's portfolio in Q4 2018, its #2 holding.
  • Signature Financial Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2016 and has held it in 9 quarters since.
  • Signature Financial Management's State Street Financial Select Sector SPDR ETF position peaked at $35.3M in Q3 2018.
  • 1,024 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2018.

Based on Signature Financial Management's 13F filing for Q4 2018, filed 13 Feb 2019.