EWM
XLI icon

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

Elite 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
2014
Q1 		– Sell
-785
Closed -$41K – 676
2013
Q4 		$41K Sell
785
-11,766
-94% -$578K 0.03% 184
2013
Q3 		$582K Buy
+12,551
New +$568K 0.51% 44

Other funds holding XLI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EA
Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $5B AUM 26.58% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Elite Wealth Management's XLI Position: Q1 2014 in Review

Elite Wealth Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2014, closing a stake of 785 shares — an estimated $41K sold.

Elite Wealth Management first reported a position in XLI in Q3 2013 and held it in 2 quarters. The position peaked at $582K in Q3 2013. 363 funds tracked by Wall St. Rank hold XLI as of Q1 2014.

  • Elite Wealth Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 785 State Street Industrial Select Sector SPDR ETF shares in Q1 2014, an estimated $41K.
  • Elite Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2013 and held it in 2 quarters.
  • Elite Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $582K in Q3 2013.
  • 363 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.