Alley Company’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Alley Company’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	-2,998	Closed	-$244K	–	79
2019 Q4	$244K	Sell	2,998 -304	-9%	-$24.3K	0.06%	77
2019 Q3	$256K	Sell	3,302 -95	-3%	-$7.29K	0.07%	75
2019 Q2	$263K	Sell	3,397 -13	-0.4%	-$989	0.07%	74
2019 Q1	$256K	Sell	3,410 -1,699	-33%	-$123K	0.08%	74
2018 Q4	$329K	Buy	5,109 +94	+2%	+$6.66K	0.11%	73
2018 Q3	$393K	Sell	5,015 -46	-0.9%	-$3.5K	0.12%	73
2018 Q2	$363K	Buy	5,061 +122	+2%	+$9.05K	0.12%	71
2018 Q1	$367K	Sell	4,939 -100	-2%	-$7.71K	0.13%	71
2017 Q4	$381K	Sell	5,039 -521	-9%	-$37.9K	0.13%	71
2017 Q3	$395K	Buy	5,560 +32	+0.6%	+$2.2K	0.14%	71
2017 Q2	$377K	Sell	5,528 -178	-3%	-$11.9K	0.14%	70
2017 Q1	$371K	Sell	5,706 -130	-2%	-$8.4K	0.15%	70
2016 Q4	$363K	Buy	+5,836	New	+$352K	0.16%	69

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

Alley Company's XLI Position: Q1 2020 in Review

Alley Company sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2020, closing a stake of 2,998 shares — an estimated $244K sold.

Alley Company first reported a position in XLI in Q4 2016 and held it in 13 quarters. The position peaked at $395K in Q3 2017. 676 funds tracked by Wall St. Rank hold XLI as of Q1 2020.

Alley Company reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Alley Company sold 2,998 State Street Industrial Select Sector SPDR ETF shares in Q1 2020, an estimated $244K.
Alley Company first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2016 and held it in 13 quarters.
Alley Company's State Street Industrial Select Sector SPDR ETF position peaked at $395K in Q3 2017.
676 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2020.

Based on Alley Company's 13F filing for Q1 2020, filed 1 May 2020.