Empirical Finance’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Empirical Finance’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
2020 Q1	–	Sell	-13,885	Closed	-$1.13M	–	245
2019 Q4	$1.13M	Buy	+13,885	New	+$1.11M	0.28%	82
2017 Q1	–	Sell	-2,550	Closed	-$159K	–	587
2016 Q4	$159K	Buy	+2,550	New	+$154K	0.11%	68

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

Empirical Finance's XLI Position: Q1 2020 in Review

Empirical Finance sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2020, closing a stake of 13,885 shares — an estimated $1.13M sold.

Empirical Finance first reported a position in XLI in Q4 2016 and held it in 2 quarters. The position peaked at $1.13M in Q4 2019. 676 funds tracked by Wall St. Rank hold XLI as of Q1 2020.

Empirical Finance reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Empirical Finance sold 13,885 State Street Industrial Select Sector SPDR ETF shares in Q1 2020, an estimated $1.13M.
Empirical Finance first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2016 and held it in 2 quarters.
Empirical Finance's State Street Industrial Select Sector SPDR ETF position peaked at $1.13M in Q4 2019.
676 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2020.

Based on Empirical Finance's 13F filing for Q1 2020, filed 16 Apr 2020.