BCM
XLI icon

BTR Capital Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

BTR Capital 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
2016
Q3 		– Sell
-5,045
Closed -$283K – 169
2016
Q2 		$283K Sell
5,045
-2,675
-35% -$149K 0.07% 128
2016
Q1 		$428K Sell
7,720
-2,675
-26% -$138K 0.1% 116
2015
Q4 		$551K Buy
+10,395
New +$558K 0.13% 113
2014
Q3 		– Sell
-4,805
Closed -$260K – 137
2014
Q2 		$260K Hold
4,805
– – 0.07% 119
2014
Q1 		$251K Hold
4,805
– – 0.07% 119
2013
Q4 		$251K Buy
+4,805
New +$236K 0.07% 125

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $1.86B AUM 15.66% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
N
Natixis Paris, France $25B AUM 26.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return