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Asset Planning Services (Pennsylvania)’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Asset Planning Services (Pennsylvania)’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
2017
Q4 		– Sell
-500
Closed -$36K – 310
2017
Q3 		$36K Buy
500
+250
+100% +$17.2K 0.02% 162
2017
Q2 		$17K Buy
+250
New +$16.7K 0.01% 194

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
MB
Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s XLI Position: Q4 2017 in Review

Asset Planning Services (Pennsylvania) sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2017, closing a stake of 500 shares — an estimated $36K sold.

Asset Planning Services (Pennsylvania) first reported a position in XLI in Q2 2017 and held it in 2 quarters. The position peaked at $36K in Q3 2017. 627 funds tracked by Wall St. Rank hold XLI as of Q4 2017.

  • Asset Planning Services (Pennsylvania) reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2017 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 500 State Street Industrial Select Sector SPDR ETF shares in Q4 2017, an estimated $36K.
  • Asset Planning Services (Pennsylvania) first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2017 and held it in 2 quarters.
  • Asset Planning Services (Pennsylvania)'s State Street Industrial Select Sector SPDR ETF position peaked at $36K in Q3 2017.
  • 627 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2017.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2017, filed 1 Feb 2018.