Destination Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Destination Wealth 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
2019 Q3	–	Sell	-112	Closed	-$9K	–	515
2019 Q2	$9K	Buy	+112	New	+$8.52K	﹤0.01%	446
2019 Q1	–	Sell	-118	Closed	-$8K	–	741
2018 Q4	$8K	Sell	118 -53	-31%	-$3.76K	﹤0.01%	427
2018 Q3	$13K	Buy	+171	New	+$13K	﹤0.01%	442
2018 Q2	–	Sell	-9	Closed	-$1K	–	664
2018 Q1	$1K	Buy	+9	New	+$693	﹤0.01%	565

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Destination Wealth Management's XLI Position: Q3 2019 in Review

Destination Wealth Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2019, closing a stake of 112 shares — an estimated $9K sold.

Destination Wealth Management first reported a position in XLI in Q1 2018 and held it in 4 quarters. The position peaked at $13K in Q3 2018. 668 funds tracked by Wall St. Rank hold XLI as of Q3 2019.

Destination Wealth Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2019 after selling out during the quarter.
Destination Wealth Management sold 112 State Street Industrial Select Sector SPDR ETF shares in Q3 2019, an estimated $9K.
Destination Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2018 and held it in 4 quarters.
Destination Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $13K in Q3 2018.
668 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.