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

Apriem Advisors’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	-2,875	Closed	-$234K	–	143
2019 Q4	$234K	Sell	2,875 -1,295	-31%	-$103K	0.04%	120
2019 Q3	$324K	Sell	4,170 -70	-2%	-$5.37K	0.07%	92
2019 Q2	$328K	Sell	4,240 -1,434	-25%	-$109K	0.1%	94
2019 Q1	$426K	Buy	5,674 +1,279	+29%	+$92.6K	0.11%	80
2018 Q4	$283K	Sell	4,395 -505	-10%	-$35.8K	0.1%	95
2018 Q3	$384K	Buy	4,900 +70	+1%	+$5.33K	0.08%	96
2018 Q2	$346K	Sell	4,830 -752	-13%	-$55.8K	0.08%	91
2018 Q1	$415K	Buy	5,582 +765	+16%	+$58.9K	0.1%	78
2017 Q4	$365K	Sell	4,817 -457	-9%	-$33.3K	0.09%	87
2017 Q3	$374K	Sell	5,274 -310	-6%	-$21.3K	0.09%	88
2017 Q2	$380K	Buy	5,584 +135	+2%	+$9.01K	0.1%	84
2017 Q1	$355K	Buy	5,449 +1,665	+44%	+$108K	0.1%	86
2016 Q4	$235K	Buy	3,784 +439	+13%	+$26.4K	0.07%	110
2016 Q3	$195K	Buy	3,345 +520	+18%	+$30.2K	0.06%	116
2016 Q2	$158K	Hold	2,825	–	–	0.05%	126
2016 Q1	$157K	Buy	2,825 +75	+3%	+$3.88K	0.06%	112
2015 Q4	$146K	Hold	2,750	–	–	0.05%	116
2015 Q3	$137K	Hold	2,750	–	–	0.05%	123
2015 Q2	$149K	Sell	2,750 -700	-20%	-$39.3K	0.05%	116
2015 Q1	$192K	Hold	3,450	–	–	0.07%	103
2014 Q4	$195K	Sell	3,450 -750	-18%	-$41.2K	0.07%	92
2014 Q3	$223K	Buy	4,200 +3,700	+740%	+$199K	0.09%	93
2014 Q2	$27K	Sell	500 -3,500	-88%	-$187K	0.01%	252
2014 Q1	$209K	Buy	4,000 +100	+3%	+$5.14K	0.08%	115
2013 Q4	$204K	Sell	3,900 -150	-4%	-$7.37K	0.08%	109
2013 Q3	$188K	Buy	4,050 +150	+4%	+$6.79K	0.08%	109
2013 Q2	$166K	Buy	+3,900	New	+$166K	0.08%	112

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

Apriem Advisors's XLI Position: Q1 2020 in Review

Apriem Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2020, closing a stake of 2,875 shares — an estimated $234K sold.

Apriem Advisors first reported a position in XLI in Q2 2013 and held it in 27 quarters. The position peaked at $426K in Q1 2019. 676 funds tracked by Wall St. Rank hold XLI as of Q1 2020.

Apriem Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Apriem Advisors sold 2,875 State Street Industrial Select Sector SPDR ETF shares in Q1 2020, an estimated $234K.
Apriem Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and held it in 27 quarters.
Apriem Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $426K in Q1 2019.
676 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2020.

Based on Apriem Advisors's 13F filing for Q1 2020, filed 7 May 2020.