Smith Hayes Advisers’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
2015
Q2
Sell
-32,339
Closed -$684K 329
2015
Q1
$684K Sell
32,339
-18,499
-36% -$391K 0.14% 178
2014
Q4
$1.1M Buy
50,838
+31,662
+165% +$663K 0.23% 122
2014
Q3
$390K Buy
+19,176
New +$387K 0.09% 209

Other funds holding XLF

Smith Hayes Advisers's XLF Position: Q2 2015 in Review

Smith Hayes Advisers sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2015, closing a stake of 32,339 shares — an estimated $684K sold.

Smith Hayes Advisers first reported a position in XLF in Q3 2014 and held it in 3 quarters. The position peaked at $1.1M in Q4 2014. 616 funds tracked by Wall St. Rank hold XLF as of Q2 2015.

  • Smith Hayes Advisers reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2015 after selling out during the quarter.
  • Smith Hayes Advisers sold 32,339 State Street Financial Select Sector SPDR ETF shares in Q2 2015, an estimated $684K.
  • Smith Hayes Advisers first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2014 and held it in 3 quarters.
  • Smith Hayes Advisers's State Street Financial Select Sector SPDR ETF position peaked at $1.1M in Q4 2014.
  • 616 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2015.

Based on Smith Hayes Advisers's 13F filing for Q2 2015, filed 13 Aug 2015.