SPIA
XLFS

Strategic Point Investment Advisors’s Financial Services Select Sector SPDR Fund XLFS Stock Holding History

Strategic Point Investment Advisors’s Portfolio XLFS Stock Details XLFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-6,495
Closed -$200K – 14
2015
Q4 		$200K Buy
+6,495
New +$202K 0.09% 13

Other funds holding XLFS

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PG
Patten Group Chattanooga, Tennessee $575M AUM 21.99% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Strategic Point Investment Advisors's XLFS Position: Q1 2016 in Review

Strategic Point Investment Advisors sold out of Financial Services Select Sector SPDR Fund (XLFS) in Q1 2016, closing a stake of 6,495 shares — an estimated $200K sold.

Strategic Point Investment Advisors first reported a position in XLFS in Q4 2015 and held it in 1 quarter. The position peaked at $200K in Q4 2015. 10 funds tracked by Wall St. Rank hold XLFS as of Q1 2016.

  • Strategic Point Investment Advisors reported no remaining Financial Services Select Sector SPDR Fund position as of Q1 2016 after selling out during the quarter.
  • Strategic Point Investment Advisors sold 6,495 Financial Services Select Sector SPDR Fund shares in Q1 2016, an estimated $200K.
  • Strategic Point Investment Advisors first reported a position in Financial Services Select Sector SPDR Fund in Q4 2015 and held it in 1 quarter.
  • Strategic Point Investment Advisors's Financial Services Select Sector SPDR Fund position peaked at $200K in Q4 2015.
  • 10 funds tracked by Wall St. Rank held Financial Services Select Sector SPDR Fund as of Q1 2016.

Based on Strategic Point Investment Advisors's 13F filing for Q1 2016, filed 11 May 2016.