YorkBridge Wealth Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

YorkBridge Wealth Partners’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	-75	Closed	-$2K	–	660
2019 Q2	$2K	Hold	75	–	–	﹤0.01%	714
2019 Q1	$2K	Hold	75	–	–	﹤0.01%	713
2018 Q4	$2K	Hold	75	–	–	﹤0.01%	697
2018 Q3	$2K	Sell	75 -300	-80%	-$8.39K	﹤0.01%	721
2018 Q2	$10K	Hold	375	–	–	﹤0.01%	620
2018 Q1	$10K	Sell	375 -654	-64%	-$18.8K	﹤0.01%	622
2017 Q4	$29K	Hold	1,029	–	–	0.01%	444
2017 Q3	$27K	Buy	1,029 +669	+186%	+$16.7K	0.01%	459
2017 Q2	$9K	Sell	360 -400	-53%	-$9.49K	﹤0.01%	650
2017 Q1	$18K	Buy	760 +400	+111%	+$9.58K	0.01%	534
2016 Q4	$8K	Buy	+360	New	+$7.72K	﹤0.01%	633

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

YorkBridge Wealth Partners's XLF Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2019, closing a stake of 75 shares — an estimated $2K sold.

YorkBridge Wealth Partners first reported a position in XLF in Q4 2016 and held it in 11 quarters. The position peaked at $29K in Q4 2017. 987 funds tracked by Wall St. Rank hold XLF as of Q3 2019.

YorkBridge Wealth Partners reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 75 State Street Financial Select Sector SPDR ETF shares in Q3 2019, an estimated $2K.
YorkBridge Wealth Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's State Street Financial Select Sector SPDR ETF position peaked at $29K in Q4 2017.
987 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.