SVA Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

SVA Wealth Management’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
2017 Q2	–	Sell	-11,299	Closed	-$268K	–	203
2017 Q1	$268K	Sell	11,299 -2,324	-17%	-$55.7K	0.04%	171
2016 Q4	$317K	Sell	13,623 -1,002	-7%	-$21.5K	0.05%	161
2016 Q3	$282K	Buy	14,625 +1,292	+10%	+$26.6K	0.04%	168
2016 Q2	$267K	Hold	13,333	–	–	0.04%	174
2016 Q1	$263K	Sell	13,333 -3,132	-19%	-$59.7K	0.04%	176
2015 Q4	$344K	Sell	16,465 -4,329	-21%	-$91.2K	0.06%	175
2015 Q3	$414K	Sell	20,794 -3,047	-13%	-$64.6K	0.08%	158
2015 Q2	$510K	Buy	23,841 +147	+0.6%	+$3.17K	0.09%	154
2015 Q1	$501K	Buy	+23,694	New	+$501K	0.09%	158

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

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

SVA Wealth Management's XLF Position: Q2 2017 in Review

SVA Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2017, closing a stake of 11,299 shares — an estimated $268K sold.

SVA Wealth Management first reported a position in XLF in Q1 2015 and held it in 9 quarters. The position peaked at $510K in Q2 2015. 800 funds tracked by Wall St. Rank hold XLF as of Q2 2017.

SVA Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2017 after selling out during the quarter.
SVA Wealth Management sold 11,299 State Street Financial Select Sector SPDR ETF shares in Q2 2017, an estimated $268K.
SVA Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2015 and held it in 9 quarters.
SVA Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $510K in Q2 2015.
800 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2017.

Based on SVA Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.