Boston Family Office’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Boston Family Office’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
2021 Q2	–	Sell	-2,005	Closed	-$200K	–	282
2021 Q1	$200K	Buy	+2,005	New	+$184K	0.02%	263
2020 Q1	–	Sell	-2,490	Closed	-$203K	–	254
2019 Q4	$203K	Sell	2,490 -395	-14%	-$31.5K	0.02%	249
2019 Q3	$224K	Hold	2,885	–	–	0.02%	241
2019 Q2	$223K	Hold	2,885	–	–	0.02%	246
2019 Q1	$216K	Buy	+2,885	New	+$209K	0.02%	238
2018 Q4	–	Sell	-2,690	Closed	-$211K	–	268
2018 Q3	$211K	Buy	+2,690	New	+$205K	0.02%	254
2015 Q3	–	Sell	-7,435	Closed	-$402K	–	253
2015 Q2	$402K	Sell	7,435 -450	-6%	-$25.2K	0.05%	208
2015 Q1	$440K	Sell	7,885 -40	-0.5%	-$2.25K	0.05%	203
2014 Q4	$448K	Sell	7,925 -375	-5%	-$20.6K	0.06%	202
2014 Q3	$441K	Hold	8,300	–	–	0.06%	204
2014 Q2	$449K	Hold	8,300	–	–	0.06%	209
2014 Q1	$434K	Sell	8,300 -125	-1%	-$6.42K	0.06%	209
2013 Q4	$440K	Sell	8,425 -405	-5%	-$19.9K	0.06%	199
2013 Q3	$410K	Sell	8,830 -720	-8%	-$32.6K	0.06%	203
2013 Q2	$407K	Buy	+9,550	New	+$405K	0.06%	193

Other funds holding XLI

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Boston Family Office's XLI Position: Q2 2021 in Review

Boston Family Office sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2021, closing a stake of 2,005 shares — an estimated $200K sold.

Boston Family Office first reported a position in XLI in Q2 2013 and held it in 15 quarters. The position peaked at $449K in Q2 2014. 1,010 funds tracked by Wall St. Rank hold XLI as of Q2 2021.

Boston Family Office reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
Boston Family Office sold 2,005 State Street Industrial Select Sector SPDR ETF shares in Q2 2021, an estimated $200K.
Boston Family Office first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and held it in 15 quarters.
Boston Family Office's State Street Industrial Select Sector SPDR ETF position peaked at $449K in Q2 2014.
1,010 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2021.

Based on Boston Family Office's 13F filing for Q2 2021, filed 12 Aug 2021.