1776 Wealth’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

1776 Wealth’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
2020 Q3	–	Sell	-1,515	Closed	-$103K	–	311
2020 Q2	$103K	Sell	1,515 -910	-38%	-$59K	0.07%	142
2020 Q1	$163K	Buy	2,425 +1,455	+150%	+$110K	0.07%	152
2019 Q4	$78K	Buy	+970	New	+$77.4K	0.07%	153

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 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

1776 Wealth's XLI Position: Q3 2020 in Review

1776 Wealth sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2020, closing a stake of 1,515 shares — an estimated $103K sold.

1776 Wealth first reported a position in XLI in Q4 2019 and held it in 3 quarters. The position peaked at $163K in Q1 2020. 750 funds tracked by Wall St. Rank hold XLI as of Q3 2020.

1776 Wealth reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2020 after selling out during the quarter.
1776 Wealth sold 1,515 State Street Industrial Select Sector SPDR ETF shares in Q3 2020, an estimated $103K.
1776 Wealth first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2019 and held it in 3 quarters.
1776 Wealth's State Street Industrial Select Sector SPDR ETF position peaked at $163K in Q1 2020.
750 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2020.

Based on 1776 Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.