Accurate Investment Solutions’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Accurate Investment Solutions’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 Q1	–	Sell	-154	Closed	-$13K	–	520
2019 Q4	$13K	Buy	+154	New	+$12.3K	0.01%	261
2017 Q4	–	Sell	-140	Closed	-$10K	–	539
2017 Q3	$10K	Hold	140	–	–	0.01%	262
2017 Q2	$10K	Hold	140	–	–	0.01%	218
2017 Q1	$9K	Sell	140 -81,870	-100%	-$5.29M	0.01%	209
2016 Q4	$5.1M	Sell	82,010 -8,541	-9%	-$515K	4.55%	2
2016 Q3	$5.29M	Buy	90,551 +39,980	+79%	+$2.32M	4.83%	2
2016 Q2	$2.83M	Buy	+50,571	New	+$2.82M	3.04%	15
2016 Q1	–	Sell	-11,568	Closed	-$613K	–	423
2015 Q4	$613K	Buy	+11,568	New	+$621K	0.56%	35

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

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

BlackRock New York $5.72T AUM 30.48% 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

SGI

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

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Accurate Investment Solutions's XLI Position: Q1 2020 in Review

Accurate Investment Solutions sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2020, closing a stake of 154 shares — an estimated $13K sold.

Accurate Investment Solutions first reported a position in XLI in Q4 2015 and held it in 8 quarters. The position peaked at $5.29M in Q3 2016. 676 funds tracked by Wall St. Rank hold XLI as of Q1 2020.

Accurate Investment Solutions reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Accurate Investment Solutions sold 154 State Street Industrial Select Sector SPDR ETF shares in Q1 2020, an estimated $13K.
Accurate Investment Solutions first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2015 and held it in 8 quarters.
Accurate Investment Solutions's State Street Industrial Select Sector SPDR ETF position peaked at $5.29M in Q3 2016.
676 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2020.

Based on Accurate Investment Solutions's 13F filing for Q1 2020, filed 22 Apr 2020.