Montag A & Associates Inc. Has $9.26 Million Holdings in Financial Select Sector SPDR ETF (XLF)

Montag A & Associates Inc. lifted its holdings in shares of Financial Select Sector SPDR ETF (NYSE:XLF) by 4.7% during the third quarter, according to its most recent disclosure with the SEC. The fund owned 358,216 shares of the exchange traded fund’s stock after acquiring an additional 16,052 shares during the period. Financial Select Sector SPDR ETF makes up approximately 1.0% of Montag A & Associates Inc.’s investment portfolio, making the stock its 17th largest holding. Montag A & Associates Inc.’s holdings in Financial Select Sector SPDR ETF were worth $9,263,000 as of its most recent SEC filing.

Several other hedge funds have also modified their holdings of the company. Strategic Point Investment Advisors LLC grew its stake in shares of Financial Select Sector SPDR ETF by 1.1% during the third quarter. Strategic Point Investment Advisors LLC now owns 432,914 shares of the exchange traded fund’s stock worth $11,195,000 after acquiring an additional 4,801 shares during the last quarter. Advisor Group Inc. grew its stake in shares of Financial Select Sector SPDR ETF by 3.0% during the third quarter. Advisor Group Inc. now owns 536,352 shares of the exchange traded fund’s stock worth $13,870,000 after acquiring an additional 15,559 shares during the last quarter. Milestone Group Inc. purchased a new stake in shares of Financial Select Sector SPDR ETF during the third quarter worth about $300,000. FDx Advisors Inc. grew its stake in shares of Financial Select Sector SPDR ETF by 590.8% during the third quarter. FDx Advisors Inc. now owns 683,880 shares of the exchange traded fund’s stock worth $17,685,000 after acquiring an additional 584,875 shares during the last quarter. Finally, Quattro Financial Advisors LLC grew its stake in shares of Financial Select Sector SPDR ETF by 85.5% during the third quarter. Quattro Financial Advisors LLC now owns 390,857 shares of the exchange traded fund’s stock worth $10,274,000 after acquiring an additional 180,145 shares during the last quarter.

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Shares of Financial Select Sector SPDR ETF (NYSE XLF) traded down $0.10 during mid-day trading on Tuesday, hitting $26.02. The stock had a trading volume of 22,565,826 shares. Financial Select Sector SPDR ETF has a 1-year low of $21.40 and a 1-year high of $26.93.

Financial Select Sector SPDR ETF Company Profile

The Fund seeks to provide investors with a low-cost passive approach for investing in a portfolio of equity securities of firms as represented by the Financial Select Sector Index.

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Institutional Ownership by Quarter for Financial Select Sector SPDR ETF (NYSE:XLF)

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