Brickley Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Brickley Wealth Management’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
2020 Q1	–	Sell	-2,600	Closed	-$212K	–	53
2019 Q4	$212K	Hold	2,600	–	–	0.08%	46
2019 Q3	$202K	Hold	2,600	–	–	0.08%	45
2019 Q2	$201K	Buy	+2,600	New	+$198K	0.08%	40
2018 Q4	–	Sell	-2,600	Closed	-$204K	–	42
2018 Q3	$204K	Buy	+2,600	New	+$198K	0.1%	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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Brickley Wealth Management's XLI Position: Q1 2020 in Review

Brickley Wealth Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2020, closing a stake of 2,600 shares — an estimated $212K sold.

Brickley Wealth Management first reported a position in XLI in Q3 2018 and held it in 4 quarters. The position peaked at $212K in Q4 2019. 676 funds tracked by Wall St. Rank hold XLI as of Q1 2020.

Brickley Wealth Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Brickley Wealth Management sold 2,600 State Street Industrial Select Sector SPDR ETF shares in Q1 2020, an estimated $212K.
Brickley Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2018 and held it in 4 quarters.
Brickley Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $212K in Q4 2019.
676 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2020.

Based on Brickley Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.