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

Clear Perspective Advisors’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	-666	Closed	-$48K	–	449
2018 Q2	$48K	Sell	666 -750	-53%	-$55.6K	0.03%	256
2018 Q1	$105K	Buy	1,416 +166	+13%	+$12.8K	0.08%	188
2017 Q4	$95K	Sell	1,250 -150	-11%	-$10.9K	0.07%	191
2017 Q3	$99K	Hold	1,400	–	–	0.08%	183
2017 Q2	$95K	Hold	1,400	–	–	0.08%	172
2017 Q1	$91K	Buy	1,400 +100	+8%	+$6.46K	0.06%	168
2016 Q4	$81K	Buy	+1,300	New	+$78.3K	0.05%	173

Other funds holding XLI

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

SGI

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

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Clear Perspective Advisors's XLI Position: Q3 2018 in Review

Clear Perspective Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2018, closing a stake of 666 shares — an estimated $48K sold.

Clear Perspective Advisors first reported a position in XLI in Q4 2016 and held it in 7 quarters. The position peaked at $105K in Q1 2018. 621 funds tracked by Wall St. Rank hold XLI as of Q3 2018.

Clear Perspective Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 666 State Street Industrial Select Sector SPDR ETF shares in Q3 2018, an estimated $48K.
Clear Perspective Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $105K in Q1 2018.
621 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.