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

WFG Advisors’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 Q2	$699K	Buy	28,328 +1,847	+7%	+$43.8K	0.16%	158
2017 Q1	$628K	Sell	26,481 -323	-1%	-$7.74K	0.17%	137
2016 Q4	$623K	Buy	26,804 +1,997	+8%	+$42.8K	0.15%	179
2016 Q3	$479K	Sell	24,807 -6,124	-20%	-$126K	0.12%	186
2016 Q2	$621K	Sell	30,931 -3,096	-9%	-$62.7K	0.17%	150
2016 Q1	$672K	Buy	34,027 +1,599	+5%	+$30.5K	0.19%	128
2015 Q4	$678K	Buy	32,428 +3,470	+12%	+$73.1K	0.2%	120
2015 Q3	$576K	Sell	28,958 -970	-3%	-$20.6K	0.18%	130
2015 Q2	$641K	Buy	29,928 +3,572	+14%	+$77.1K	0.18%	130
2015 Q1	$558K	Sell	26,356 -20,735	-44%	-$439K	0.16%	151
2014 Q4	$1.02M	Sell	47,091 -5,282	-10%	-$111K	0.21%	106
2014 Q3	$1.06M	Buy	52,373 +1,152	+2%	+$23.3K	0.2%	115
2014 Q2	$1.02M	Sell	51,221 -3,383	-6%	-$65.9K	0.19%	121
2014 Q1	$1.07M	Sell	54,604 -335,654	-86%	-$6.41M	0.22%	110
2013 Q4	$7.49M	Buy	390,258 +53,200	+16%	+$979K	1.07%	8
2013 Q3	$5.89M	Buy	337,058 +75,679	+29%	+$1.34M	0.91%	12
2013 Q2	$4.46M	Buy	+261,379	New	+$4.38M	0.74%	16

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

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

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

WFG Advisors's XLF Position: Q2 2017 in Review

WFG Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 7% in Q2 2017, buying an estimated $43.8K and bringing the position to 28,328 shares worth $699K. The position accounts for 0.16% of the portfolio, ranked #158.

WFG Advisors first reported a position in XLF in Q2 2013 and has held it in 17 quarters since. The position peaked at $7.49M in Q4 2013. 800 funds tracked by Wall St. Rank hold XLF as of Q2 2017.

WFG Advisors held 28,328 shares of State Street Financial Select Sector SPDR ETF worth $699K as of Q2 2017.
WFG Advisors bought 1,847 State Street Financial Select Sector SPDR ETF shares in Q2 2017, an estimated $43.8K.
State Street Financial Select Sector SPDR ETF made up 0.16% of WFG Advisors's portfolio in Q2 2017, its #158 holding.
WFG Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's State Street Financial Select Sector SPDR ETF position peaked at $7.49M in Q4 2013.
800 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.