Spectrum Financial Alliance’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Spectrum Financial Alliance’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	-43	Closed	-$1K	–	102
2018 Q4	$1K	Hold	43	–	–	﹤0.01%	96
2018 Q3	$1K	Hold	43	–	–	﹤0.01%	107
2018 Q2	$1K	Hold	43	–	–	﹤0.01%	98
2018 Q1	$1K	Buy	+43	New	+$1.24K	﹤0.01%	139

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

Spectrum Financial Alliance's XLF Position: Q1 2019 in Review

Spectrum Financial Alliance sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2019, closing a stake of 43 shares — an estimated $1K sold.

Spectrum Financial Alliance first reported a position in XLF in Q1 2018 and held it in 4 quarters. The position peaked at $1K in Q4 2018. 983 funds tracked by Wall St. Rank hold XLF as of Q1 2019.

Spectrum Financial Alliance reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2019 after selling out during the quarter.
Spectrum Financial Alliance sold 43 State Street Financial Select Sector SPDR ETF shares in Q1 2019, an estimated $1K.
Spectrum Financial Alliance first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2018 and held it in 4 quarters.
Spectrum Financial Alliance's State Street Financial Select Sector SPDR ETF position peaked at $1K in Q4 2018.
983 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2019.

Based on Spectrum Financial Alliance's 13F filing for Q1 2019, filed 14 May 2019.