Bruderman Asset Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Bruderman Asset 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
2019 Q1	–	Sell	-448	Closed	-$29K	–	702
2018 Q4	$29K	Sell	448 -66,037	-99%	-$4.68M	0.01%	301
2018 Q3	$5.21M	Buy	66,485 +10,160	+18%	+$774K	1.2%	33
2018 Q2	$4.04M	Buy	56,325 +6,833	+14%	+$507K	0.98%	42
2018 Q1	$3.68M	Buy	49,492 +5,044	+11%	+$389K	0.88%	40
2017 Q4	$3.36M	Buy	44,448 +4,637	+12%	+$337K	0.85%	40
2017 Q3	$2.83M	Buy	39,811 +6,163	+18%	+$424K	0.73%	41
2017 Q2	$2.29M	Buy	33,648 +4,179	+14%	+$279K	0.61%	44
2017 Q1	$1.92M	Buy	29,469 +1,734	+6%	+$112K	0.55%	44
2016 Q4	$1.73M	Buy	27,735 +2,629	+10%	+$158K	0.52%	47
2016 Q3	$1.47M	Buy	25,106 +4,643	+23%	+$270K	0.44%	51
2016 Q2	$1.15M	Buy	20,463 +20,078	+5,215%	+$1.12M	0.36%	58
2016 Q1	$21K	Hold	385	–	–	0.01%	266
2015 Q4	$20K	Hold	385	–	–	0.01%	286
2015 Q3	$19K	Hold	385	–	–	0.01%	284
2015 Q2	$21K	Hold	385	–	–	0.01%	295
2015 Q1	$21K	Buy	+385	New	+$21.7K	0.01%	289

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Bruderman Asset Management's XLI Position: Q1 2019 in Review

Bruderman Asset Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2019, closing a stake of 448 shares — an estimated $29K sold.

Bruderman Asset Management first reported a position in XLI in Q1 2015 and held it in 16 quarters. The position peaked at $5.21M in Q3 2018. 692 funds tracked by Wall St. Rank hold XLI as of Q1 2019.

Bruderman Asset Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2019 after selling out during the quarter.
Bruderman Asset Management sold 448 State Street Industrial Select Sector SPDR ETF shares in Q1 2019, an estimated $29K.
Bruderman Asset Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2015 and held it in 16 quarters.
Bruderman Asset Management's State Street Industrial Select Sector SPDR ETF position peaked at $5.21M in Q3 2018.
692 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2019.

Based on Bruderman Asset Management's 13F filing for Q1 2019, filed 14 May 2019.