SWS Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
-269
Closed -$7K 323
2018
Q1
$7K Buy
269
+1
+0.4% +$29 0.01% 289
2017
Q4
$7K Buy
+268
New +$7.21K 0.01% 299

Other funds holding XLF

SWS Partners's XLF Position: Q2 2018 in Review

SWS Partners sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2018, closing a stake of 269 shares — an estimated $7K sold.

SWS Partners first reported a position in XLF in Q4 2017 and held it in 2 quarters. The position peaked at $7K in Q1 2018. 970 funds tracked by Wall St. Rank hold XLF as of Q2 2018.

  • SWS Partners reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2018 after selling out during the quarter.
  • SWS Partners sold 269 State Street Financial Select Sector SPDR ETF shares in Q2 2018, an estimated $7K.
  • SWS Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and held it in 2 quarters.
  • SWS Partners's State Street Financial Select Sector SPDR ETF position peaked at $7K in Q1 2018.
  • 970 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.