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XLI icon

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

Bridgeworth’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
Q3 		– Sell
-95
Closed -$6K – 556
2018
Q2 		$6K Buy
+95
New +$7.04K ﹤0.01% 490

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Bridgeworth's XLI Position: Q3 2018 in Review

Bridgeworth sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2018, closing a stake of 95 shares — an estimated $6K sold.

Bridgeworth first reported a position in XLI in Q2 2018 and held it in 1 quarter. The position peaked at $6K in Q2 2018. 622 funds tracked by Wall St. Rank hold XLI as of Q3 2018.

  • Bridgeworth reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2018 after selling out during the quarter.
  • Bridgeworth sold 95 State Street Industrial Select Sector SPDR ETF shares in Q3 2018, an estimated $6K.
  • Bridgeworth first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2018 and held it in 1 quarter.
  • Bridgeworth's State Street Industrial Select Sector SPDR ETF position peaked at $6K in Q2 2018.
  • 622 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.