Stone Toro Investment Advisers’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Stone Toro Investment Advisers’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
2015 Q1	–	Sell	-17,013	Closed	-$369K	–	57
2014 Q4	$369K	Buy	+17,013	New	+$356K	0.95%	39
2014 Q2	–	Sell	-25,175	Closed	-$494K	–	131
2014 Q1	$494K	Buy	+25,175	New	+$481K	0.7%	32
2013 Q4	–	Sell	-13,214	Closed	-$231K	–	155
2013 Q3	$231K	Buy	+13,214	New	+$234K	0.15%	136

Other funds holding XLF

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Stone Toro Investment Advisers's XLF Position: Q1 2015 in Review

Stone Toro Investment Advisers sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2015, closing a stake of 17,013 shares — an estimated $369K sold.

Stone Toro Investment Advisers first reported a position in XLF in Q3 2013 and held it in 3 quarters. The position peaked at $494K in Q1 2014. 599 funds tracked by Wall St. Rank hold XLF as of Q1 2015.

Stone Toro Investment Advisers reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2015 after selling out during the quarter.
Stone Toro Investment Advisers sold 17,013 State Street Financial Select Sector SPDR ETF shares in Q1 2015, an estimated $369K.
Stone Toro Investment Advisers first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2013 and held it in 3 quarters.
Stone Toro Investment Advisers's State Street Financial Select Sector SPDR ETF position peaked at $494K in Q1 2014.
599 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2015.

Based on Stone Toro Investment Advisers's 13F filing for Q1 2015, filed 7 May 2015.