Access Financial Services’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Access Financial 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 Q3	–	Sell	-6,143	Closed	-$476K	–	78
2019 Q2	$476K	Sell	6,143 -200	-3%	-$15.2K	0.36%	54
2019 Q1	$476K	Buy	6,343 +290	+5%	+$21K	0.38%	52
2018 Q4	$390K	Sell	6,053 -305	-5%	-$21.6K	0.35%	55
2018 Q3	$498K	Sell	6,358 -20,775	-77%	-$1.58M	0.34%	49
2018 Q2	$1.94M	Sell	27,133 -54	-0.2%	-$4K	1.37%	11
2018 Q1	$2.02M	Buy	27,187 +20,887	+332%	+$1.61M	1.49%	11
2017 Q4	$477K	Buy	+6,300	New	+$458K	0.33%	53
2017 Q1	–	Sell	-3,985	Closed	-$248K	–	70
2016 Q4	$248K	Buy	+3,985	New	+$240K	0.23%	60

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

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

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

SGI

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Access Financial Services's XLI Position: Q3 2019 in Review

Access Financial Services sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2019, closing a stake of 6,143 shares — an estimated $476K sold.

Access Financial Services first reported a position in XLI in Q4 2016 and held it in 8 quarters. The position peaked at $2.02M in Q1 2018. 668 funds tracked by Wall St. Rank hold XLI as of Q3 2019.

Access Financial Services reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2019 after selling out during the quarter.
Access Financial Services sold 6,143 State Street Industrial Select Sector SPDR ETF shares in Q3 2019, an estimated $476K.
Access Financial Services first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2016 and held it in 8 quarters.
Access Financial Services's State Street Industrial Select Sector SPDR ETF position peaked at $2.02M in Q1 2018.
668 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2019.

Based on Access Financial Services's 13F filing for Q3 2019, filed 1 Nov 2019.