Act Two Investors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Act Two Investors’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
2021 Q1	–	Sell	-54,312	Closed	-$4.81M	–	40
2020 Q4	$4.81M	Sell	54,312 -2,009	-4%	-$169K	1.21%	17
2020 Q3	$4.34M	Buy	+56,321	New	+$4.21M	1.4%	17
2020 Q1	–	Sell	-78,011	Closed	-$6.36M	–	39
2019 Q4	$6.36M	Buy	+78,011	New	+$6.23M	2.41%	16
2019 Q2	–	Sell	-66,617	Closed	-$5M	–	41
2019 Q1	$5M	Buy	+66,617	New	+$4.82M	2.87%	17

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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Act Two Investors's XLI Position: Q1 2021 in Review

Act Two Investors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2021, closing a stake of 54,312 shares — an estimated $4.81M sold.

Act Two Investors first reported a position in XLI in Q1 2019 and held it in 4 quarters. The position peaked at $6.36M in Q4 2019. 963 funds tracked by Wall St. Rank hold XLI as of Q1 2021.

Act Two Investors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2021 after selling out during the quarter.
Act Two Investors sold 54,312 State Street Industrial Select Sector SPDR ETF shares in Q1 2021, an estimated $4.81M.
Act Two Investors first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2019 and held it in 4 quarters.
Act Two Investors's State Street Industrial Select Sector SPDR ETF position peaked at $6.36M in Q4 2019.
963 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2021.

Based on Act Two Investors's 13F filing for Q1 2021, filed 14 May 2021.