Convergent Wealth Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History
Bought
Maintained
Sold
Other funds holding XLI
CA
SGI
Convergent Wealth Advisors's XLI Position: Q3 2015 in Review
Convergent Wealth Advisors opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2015: 64,139 shares worth $3.2M. The stake represents 0.72% of the portfolio and ranks #20 among its holdings. This is a return to the name: Convergent Wealth Advisors previously reported a position in XLI as recently as Q1 2015.
Convergent Wealth Advisors first reported a position in XLI in Q1 2015 and has held it in 2 quarters since. 369 funds tracked by Wall St. Rank hold XLI as of Q3 2015.
- Convergent Wealth Advisors held 64,139 shares of State Street Industrial Select Sector SPDR ETF worth $3.2M as of Q3 2015.
- State Street Industrial Select Sector SPDR ETF was a new Convergent Wealth Advisors position in Q3 2015.
- State Street Industrial Select Sector SPDR ETF made up 0.72% of Convergent Wealth Advisors's portfolio in Q3 2015, its #20 holding.
- Convergent Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2015 and has held it in 2 quarters since.
- 369 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2015.
Based on Convergent Wealth Advisors's 13F filing for Q3 2015, filed 16 Nov 2015.