WealthTrust-Arizona’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

WealthTrust-Arizona’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	-7,391	Closed	-$204K	–	727
2018 Q3	$204K	Sell	7,391 -132	-2%	-$3.69K	0.1%	69
2018 Q2	$200K	Buy	7,523 +2,590	+53%	+$71.4K	0.1%	65
2018 Q1	$136K	Sell	4,933 -846	-15%	-$24.4K	0.07%	79
2017 Q4	$161K	Sell	5,779 -179	-3%	-$4.82K	0.08%	78
2017 Q3	$154K	Sell	5,958 -26	-0.4%	-$649	0.08%	81
2017 Q2	$148K	Buy	+5,984	New	+$142K	0.08%	78
2016 Q1	–	Sell	-5,052	Closed	-$106K	–	609
2015 Q4	$106K	Hold	5,052	–	–	0.06%	91
2015 Q3	$100K	Hold	5,052	–	–	0.06%	89
2015 Q2	$108K	Buy	5,052 +4,215	+504%	+$91K	0.06%	90
2015 Q1	$18K	Buy	837 +62	+8%	+$1.31K	0.01%	311
2014 Q4	$17K	Hold	775	–	–	0.01%	321
2014 Q3	$16K	Sell	775 -9,341	-92%	-$189K	0.02%	333
2014 Q2	$202K	Hold	10,116	–	–	0.22%	59
2014 Q1	$198K	Hold	10,116	–	–	0.22%	54
2013 Q4	$194K	Hold	10,116	–	–	0.23%	52
2013 Q3	$177K	Buy	10,116 +148	+1%	+$2.62K	0.22%	53
2013 Q2	$170K	Buy	+9,968	New	+$167K	0.23%	50

Other funds holding XLF

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

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

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

WealthTrust-Arizona's XLF Position: Q4 2018 in Review

WealthTrust-Arizona sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2018, closing a stake of 7,391 shares — an estimated $204K sold.

WealthTrust-Arizona first reported a position in XLF in Q2 2013 and held it in 17 quarters. The position peaked at $204K in Q3 2018. 1,023 funds tracked by Wall St. Rank hold XLF as of Q4 2018.

WealthTrust-Arizona reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
WealthTrust-Arizona sold 7,391 State Street Financial Select Sector SPDR ETF shares in Q4 2018, an estimated $204K.
WealthTrust-Arizona first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and held it in 17 quarters.
WealthTrust-Arizona's State Street Financial Select Sector SPDR ETF position peaked at $204K 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 WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.