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

Clear Harbor 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
2020 Q1	–	Sell	-200	Closed	-$16.3K	–	700
2019 Q4	$16.3K	Buy	+200	New	+$16K	﹤0.01%	552
2017 Q4	–	Sell	-10,000	Closed	-$710K	–	266
2017 Q3	$710K	Hold	10,000	–	–	0.14%	113
2017 Q2	$692K	Hold	10,000	–	–	0.13%	115
2017 Q1	$651K	Hold	10,000	–	–	0.13%	114
2016 Q4	$622K	Buy	+10,000	New	+$602K	0.13%	114

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

Clear Harbor Asset Management's XLI Position: Q1 2020 in Review

Clear Harbor Asset Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2020, closing a stake of 200 shares — an estimated $16.3K sold.

Clear Harbor Asset Management first reported a position in XLI in Q4 2016 and held it in 5 quarters. The position peaked at $710K in Q3 2017. 676 funds tracked by Wall St. Rank hold XLI as of Q1 2020.

Clear Harbor Asset Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Clear Harbor Asset Management sold 200 State Street Industrial Select Sector SPDR ETF shares in Q1 2020, an estimated $16.3K.
Clear Harbor Asset Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2016 and held it in 5 quarters.
Clear Harbor Asset Management's State Street Industrial Select Sector SPDR ETF position peaked at $710K in Q3 2017.
676 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2020.

Based on Clear Harbor Asset Management's 13F filing for Q1 2020, filed 8 May 2020.