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

Wealthfront’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
2015
Q4 		– Sell
-11
Closed – – 1094
2015
Q3 		$0 Sell
11
-301
-96% -$6.38K ﹤0.01% 1464
2015
Q2 		$7K Sell
312
-56
-15% -$1.21K ﹤0.01% 968
2015
Q1 		$8K Buy
368
+357
+3,245% +$7.55K ﹤0.01% 686
2014
Q4 		$0 Sell
11
-519
-98% -$10.9K ﹤0.01% 1024
2014
Q3 		$11K Buy
530
+519
+4,718% +$10.5K ﹤0.01% 532
2014
Q2 		$0 Buy
+11
New +$214 ﹤0.01% 632

Other funds holding XLF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wealthfront's XLF Position: Q4 2015 in Review

Wealthfront sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2015, closing a stake of 11 shares.

Wealthfront first reported a position in XLF in Q2 2014 and held it in 6 quarters. The position peaked at $11K in Q3 2014. 641 funds tracked by Wall St. Rank hold XLF as of Q4 2015.

  • Wealthfront reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 11 State Street Financial Select Sector SPDR ETF shares in Q4 2015.
  • Wealthfront first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2014 and held it in 6 quarters.
  • Wealthfront's State Street Financial Select Sector SPDR ETF position peaked at $11K in Q3 2014.
  • 641 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.