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

Dynasty 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
2018 Q4	–	Sell	-4,200	Closed	-$329K	–	110
2018 Q3	$329K	Buy	4,200 +180	+4%	+$13.7K	0.42%	62
2018 Q2	$288K	Sell	4,020 -6,070	-60%	-$450K	0.6%	50
2018 Q1	$750K	Buy	+10,090	New	+$777K	0.31%	16

Other funds holding XLI

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Dynasty Wealth Management's XLI Position: Q4 2018 in Review

Dynasty Wealth Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2018, closing a stake of 4,200 shares — an estimated $329K sold.

Dynasty Wealth Management first reported a position in XLI in Q1 2018 and held it in 3 quarters. The position peaked at $750K in Q1 2018. 663 funds tracked by Wall St. Rank hold XLI as of Q4 2018.

Dynasty Wealth Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
Dynasty Wealth Management sold 4,200 State Street Industrial Select Sector SPDR ETF shares in Q4 2018, an estimated $329K.
Dynasty Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2018 and held it in 3 quarters.
Dynasty Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $750K in Q1 2018.
663 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2018.

Based on Dynasty Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.