1 North Wealth Services’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

1 North Wealth Services’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$0	Hold	1	–	–	﹤0.01%	373
2019 Q3	$0	Buy	+1	New	+$77	﹤0.01%	342
2019 Q1	$0	Sell	1 -517	-100%	-$37.4K	﹤0.01%	344
2018 Q4	$33K	Buy	+518	New	+$36.7K	0.03%	83

Other funds holding XLI

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

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

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

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

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

SGI

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

1 North Wealth Services's XLI Position: Q4 2019 in Review

1 North Wealth Services held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q4 2019 at 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #373.

1 North Wealth Services first reported a position in XLI in Q4 2018 and has held it in 4 quarters since. The position peaked at $33K in Q4 2018. 762 funds tracked by Wall St. Rank hold XLI as of Q4 2019.

1 North Wealth Services held 1 share of State Street Industrial Select Sector SPDR ETF worth $0 as of Q4 2019.
1 North Wealth Services left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q4 2019.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of 1 North Wealth Services's portfolio in Q4 2019, its #373 holding.
1 North Wealth Services first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2018 and has held it in 4 quarters since.
1 North Wealth Services's State Street Industrial Select Sector SPDR ETF position peaked at $33K in Q4 2018.
762 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2019.

Based on 1 North Wealth Services's 13F filing for Q4 2019, filed 14 Feb 2020.