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

WealthShield’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 Q4	$3.46M	Buy	+124,016	New	+$3.34M	2.11%	11

Other funds holding XLF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

WealthShield's XLF Position: Q4 2017 in Review

WealthShield opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q4 2017: 124,016 shares worth $3.46M. The stake represents 2.11% of the portfolio and ranks #11 among its holdings.

960 funds tracked by Wall St. Rank hold XLF as of Q4 2017.

WealthShield held 124,016 shares of State Street Financial Select Sector SPDR ETF worth $3.46M as of Q4 2017.
State Street Financial Select Sector SPDR ETF was a new WealthShield position in Q4 2017.
State Street Financial Select Sector SPDR ETF made up 2.11% of WealthShield's portfolio in Q4 2017, its #11 holding.
960 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.