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Aris Wealth Services’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Aris Wealth Services’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
2015
Q3 		– Sell
-1,821
Closed -$98K – 500
2015
Q2 		$98K Buy
1,821
+314
+21% +$17.6K 0.09% 147
2015
Q1 		$84K Buy
+1,507
New +$84.8K 0.08% 157

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Aris Wealth Services's XLI Position: Q3 2015 in Review

Aris Wealth Services sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2015, closing a stake of 1,821 shares — an estimated $98K sold.

Aris Wealth Services first reported a position in XLI in Q1 2015 and held it in 2 quarters. The position peaked at $98K in Q2 2015. 369 funds tracked by Wall St. Rank hold XLI as of Q3 2015.

  • Aris Wealth Services reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2015 after selling out during the quarter.
  • Aris Wealth Services sold 1,821 State Street Industrial Select Sector SPDR ETF shares in Q3 2015, an estimated $98K.
  • Aris Wealth Services first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2015 and held it in 2 quarters.
  • Aris Wealth Services's State Street Industrial Select Sector SPDR ETF position peaked at $98K in Q2 2015.
  • 369 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.