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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
Sell
-969
Closed -$54K 323
2016
Q1
$54K Buy
+969
New +$50.1K 0.01% 132
2015
Q3
Sell
-465
Closed -$25K 296
2015
Q2
$25K Buy
+465
New +$26.1K 0.01% 158

Other funds holding XLI

CapWealth Advisors's XLI Position: Q2 2016 in Review

CapWealth Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2016, closing a stake of 969 shares — an estimated $54K sold.

CapWealth Advisors first reported a position in XLI in Q2 2015 and held it in 2 quarters. The position peaked at $54K in Q1 2016. 398 funds tracked by Wall St. Rank hold XLI as of Q2 2016.

  • CapWealth Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2016 after selling out during the quarter.
  • CapWealth Advisors sold 969 State Street Industrial Select Sector SPDR ETF shares in Q2 2016, an estimated $54K.
  • CapWealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2015 and held it in 2 quarters.
  • CapWealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $54K in Q1 2016.
  • 398 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2016.

Based on CapWealth Advisors's 13F filing for Q2 2016, filed 3 Aug 2016.