Wealth & Pension Services Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Wealth & Pension Services Group’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
2019 Q3	$1.23M	Sell	43,974 -425	-1%	-$11.7K	0.89%	33
2019 Q2	$1.23M	Buy	44,399 +2,211	+5%	+$59.9K	0.89%	33
2019 Q1	$1.08M	Sell	42,188 -1,460	-3%	-$37.7K	0.84%	37
2018 Q4	$1.04M	Buy	43,648 +3,018	+7%	+$78.4K	0.94%	37
2018 Q3	$1.12M	Sell	40,630 -5,133	-11%	-$144K	1.13%	25
2018 Q2	$1.22M	Buy	+45,763	New	+$1.26M	1.54%	16

Other funds holding XLF

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

Wealth & Pension Services Group's XLF Position: Q3 2019 in Review

Wealth & Pension Services Group reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.96% in Q3 2019, selling an estimated $11.7K and leaving 43,974 shares worth $1.23M. The position accounts for 0.89% of the portfolio, ranked #33.

Wealth & Pension Services Group first reported a position in XLF in Q2 2018 and has held it in 6 quarters since. 987 funds tracked by Wall St. Rank hold XLF as of Q3 2019.

Wealth & Pension Services Group held 43,974 shares of State Street Financial Select Sector SPDR ETF worth $1.23M as of Q3 2019.
Wealth & Pension Services Group sold 425 State Street Financial Select Sector SPDR ETF shares in Q3 2019, an estimated $11.7K.
State Street Financial Select Sector SPDR ETF made up 0.89% of Wealth & Pension Services Group's portfolio in Q3 2019, its #33 holding.
Wealth & Pension Services Group first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2018 and has held it in 6 quarters since.
987 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2019.

Based on Wealth & Pension Services Group's 13F filing for Q3 2019, filed 19 Nov 2019.