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

ARS Wealth 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
2018 Q4	–	Sell	-2,766	Closed	-$217K	–	120
2018 Q3	$217K	Sell	2,766 -649	-19%	-$49.5K	0.07%	110
2018 Q2	$245K	Buy	3,415 +30	+0.9%	+$2.23K	0.09%	98
2018 Q1	$251K	Sell	3,385 -2,670	-44%	-$206K	0.09%	99
2017 Q4	$458K	Buy	6,055 +60	+1%	+$4.37K	0.17%	77
2017 Q3	$426K	Hold	5,995	–	–	0.17%	79
2017 Q2	$408K	Buy	5,995 +550	+10%	+$36.7K	0.17%	74
2017 Q1	$354K	Buy	+5,445	New	+$352K	0.15%	77

Other funds holding XLI

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

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

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

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

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

SGI

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

ARS Wealth Advisors's XLI Position: Q4 2018 in Review

ARS Wealth Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2018, closing a stake of 2,766 shares — an estimated $217K sold.

ARS Wealth Advisors first reported a position in XLI in Q1 2017 and held it in 7 quarters. The position peaked at $458K in Q4 2017. 663 funds tracked by Wall St. Rank hold XLI as of Q4 2018.

ARS Wealth Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
ARS Wealth Advisors sold 2,766 State Street Industrial Select Sector SPDR ETF shares in Q4 2018, an estimated $217K.
ARS Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2017 and held it in 7 quarters.
ARS Wealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $458K in Q4 2017.
663 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2018.

Based on ARS Wealth Advisors's 13F filing for Q4 2018, filed 11 Jun 2021.