CPA
XLI icon

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 – 452
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $1.86B AUM 15.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return