Summit Financial Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Summit Financial Wealth Advisors’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
2018 Q3	–	Sell	-8,855	Closed	-$244K	–	160
2018 Q2	$244K	Hold	8,855	–	–	0.08%	115
2018 Q1	$244K	Sell	8,855 -5,460	-38%	-$157K	0.08%	120
2017 Q4	$400K	Sell	14,315 -110	-0.8%	-$2.96K	0.14%	92
2017 Q3	$373K	Buy	14,425 +800	+6%	+$20K	0.14%	99
2017 Q2	$336K	Hold	13,625	–	–	0.13%	109
2017 Q1	$323K	Sell	13,625 -100	-0.7%	-$2.4K	0.14%	112
2016 Q4	$319K	Buy	13,725 +1,200	+10%	+$25.7K	0.14%	111
2016 Q3	$242K	Sell	12,525 -3,469	-22%	-$71.6K	0.1%	125
2016 Q2	$321K	Sell	15,994 -8,230	-34%	-$167K	0.13%	108
2016 Q1	$478K	Sell	24,224 -2,005	-8%	-$38.2K	0.21%	86
2015 Q4	$549K	Sell	26,229 -854	-3%	-$18K	0.25%	75
2015 Q3	$538K	Buy	27,083 +940	+4%	+$19.9K	0.35%	53
2015 Q2	$559K	Buy	26,143 +740	+3%	+$16K	0.35%	51
2015 Q1	$548K	Buy	25,403 +228	+0.9%	+$4.82K	0.37%	43
2014 Q4	$547K	Buy	+25,175	New	+$527K	0.38%	40

Other funds holding XLF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Summit Financial Wealth Advisors's XLF Position: Q3 2018 in Review

Summit Financial Wealth Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2018, closing a stake of 8,855 shares — an estimated $244K sold.

Summit Financial Wealth Advisors first reported a position in XLF in Q4 2014 and held it in 15 quarters. The position peaked at $559K in Q2 2015. 970 funds tracked by Wall St. Rank hold XLF as of Q3 2018.

Summit Financial Wealth Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2018 after selling out during the quarter.
Summit Financial Wealth Advisors sold 8,855 State Street Financial Select Sector SPDR ETF shares in Q3 2018, an estimated $244K.
Summit Financial Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2014 and held it in 15 quarters.
Summit Financial Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $559K in Q2 2015.
970 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2018.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2018, filed 22 Oct 2018.