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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
-136
Closed -$10K 793
2018
Q1
$10K Hold
136
0.01% 510
2017
Q4
$11K Buy
+136
New +$9.9K 0.01% 481

Other funds holding XLI

Acorn Wealth Advisors's XLI Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2018, closing a stake of 136 shares — an estimated $10K sold.

Acorn Wealth Advisors first reported a position in XLI in Q4 2017 and held it in 2 quarters. The position peaked at $11K in Q4 2017. 627 funds tracked by Wall St. Rank hold XLI as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 136 State Street Industrial Select Sector SPDR ETF shares in Q2 2018, an estimated $10K.
  • Acorn Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2017 and held it in 2 quarters.
  • Acorn Wealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $11K in Q4 2017.
  • 627 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.