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

TLWM Financial’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
Q4 		– Sell
-196,250
Closed -$5.42M – 56
2018
Q3 		$5.42M Buy
196,250
+5,838
+3% +$163K 3.15% 8
2018
Q2 		$5.06M Buy
190,412
+7,075
+4% +$195K 3.16% 8
2018
Q1 		$5.06M Buy
+183,337
New +$5.28M 3.36% 8

Other funds holding XLF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

TLWM Financial's XLF Position: Q4 2018 in Review

TLWM Financial sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2018, closing a stake of 196,250 shares — an estimated $5.42M sold.

TLWM Financial first reported a position in XLF in Q1 2018 and held it in 3 quarters. The position peaked at $5.42M in Q3 2018. 1,023 funds tracked by Wall St. Rank hold XLF as of Q4 2018.

  • TLWM Financial reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
  • TLWM Financial sold 196,250 State Street Financial Select Sector SPDR ETF shares in Q4 2018, an estimated $5.42M.
  • TLWM Financial first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2018 and held it in 3 quarters.
  • TLWM Financial's State Street Financial Select Sector SPDR ETF position peaked at $5.42M in Q3 2018.
  • 1,023 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2018.

Based on TLWM Financial's 13F filing for Q4 2018, filed 7 Feb 2019.