Appropriate Balance Financial Services’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History
Bought
Maintained
Sold
Other funds holding XLI
SGI
QIM
Appropriate Balance Financial Services's XLI Position: Q3 2017 in Review
Appropriate Balance Financial Services increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 8.4% in Q3 2017, buying an estimated $62.5K and bringing the position to 11,711 shares worth $165K. The position accounts for 8.19% of the portfolio, ranked #5.
Appropriate Balance Financial Services first reported a position in XLI in Q1 2017 and has held it in 3 quarters since. 560 funds tracked by Wall St. Rank hold XLI as of Q3 2017.
- Appropriate Balance Financial Services held 11,711 shares of State Street Industrial Select Sector SPDR ETF worth $165K as of Q3 2017.
- Appropriate Balance Financial Services bought 909 State Street Industrial Select Sector SPDR ETF shares in Q3 2017, an estimated $62.5K.
- State Street Industrial Select Sector SPDR ETF made up 8.19% of Appropriate Balance Financial Services's portfolio in Q3 2017, its #5 holding.
- Appropriate Balance Financial Services first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2017 and has held it in 3 quarters since.
- 560 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2017.
Based on Appropriate Balance Financial Services's 13F filing for Q3 2017, filed 10 Oct 2017.