Wechter Feldman Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Wechter Feldman Wealth Management’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	–	Sell	-9,441	Closed	-$261K	–	31
2019 Q2	$261K	Hold	9,441	–	–	0.17%	29
2019 Q1	$243K	Sell	9,441 -498	-5%	-$12.9K	0.16%	30
2018 Q4	$237K	Hold	9,939	–	–	0.23%	27
2018 Q3	$274K	Hold	9,939	–	–	0.17%	33
2018 Q2	$264K	Buy	9,939 +33	+0.3%	+$910	0.18%	29
2018 Q1	$273K	Hold	9,906	–	–	0.19%	25
2017 Q4	$276K	Buy	9,906 +1,651	+20%	+$44.4K	0.19%	25
2017 Q3	$213K	Sell	8,255 -8,055	-49%	-$201K	0.16%	26
2017 Q2	$402K	Hold	16,310	–	–	0.32%	19
2017 Q1	$387K	Buy	+16,310	New	+$391K	0.27%	25

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

Wechter Feldman Wealth Management's XLF Position: Q3 2019 in Review

Wechter Feldman Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2019, closing a stake of 9,441 shares — an estimated $261K sold.

Wechter Feldman Wealth Management first reported a position in XLF in Q1 2017 and held it in 10 quarters. The position peaked at $402K in Q2 2017. 988 funds tracked by Wall St. Rank hold XLF as of Q3 2019.

Wechter Feldman Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2019 after selling out during the quarter.
Wechter Feldman Wealth Management sold 9,441 State Street Financial Select Sector SPDR ETF shares in Q3 2019, an estimated $261K.
Wechter Feldman Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2017 and held it in 10 quarters.
Wechter Feldman Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $402K in Q2 2017.
988 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2019.

Based on Wechter Feldman Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.