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

BKS 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
2019 Q1	$2.02M	Hold	26,885	–	–	0.81%	39
2018 Q4	$1.73M	Buy	+26,885	New	+$1.91M	0.79%	39

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 New York $235B AUM 32.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

BKS Advisors's XLI Position: Q1 2019 in Review

BKS Advisors held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q1 2019 at 26,885 shares worth $2.02M. The position accounts for 0.81% of the portfolio, ranked #39.

BKS Advisors first reported a position in XLI in Q4 2018 and has held it in 2 quarters since. 692 funds tracked by Wall St. Rank hold XLI as of Q1 2019.

BKS Advisors held 26,885 shares of State Street Industrial Select Sector SPDR ETF worth $2.02M as of Q1 2019.
BKS Advisors left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q1 2019.
State Street Industrial Select Sector SPDR ETF made up 0.81% of BKS Advisors's portfolio in Q1 2019, its #39 holding.
BKS Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2018 and has held it in 2 quarters since.
692 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2019.

Based on BKS Advisors's 13F filing for Q1 2019, filed 16 Apr 2019.