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

Executive 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	-221	Closed	-$17K	–	824
2019 Q2	$17K	Buy	221 +1	+0.5%	+$76	﹤0.01%	507
2019 Q1	$17K	Hold	220	–	–	﹤0.01%	456
2018 Q4	$14K	Buy	+220	New	+$15.6K	﹤0.01%	506

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

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

Executive Wealth Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2019, closing a stake of 221 shares — an estimated $17K sold.

Executive Wealth Management first reported a position in XLI in Q4 2018 and held it in 3 quarters. The position peaked at $17K in Q2 2019. 668 funds tracked by Wall St. Rank hold XLI as of Q3 2019.

Executive Wealth Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2019 after selling out during the quarter.
Executive Wealth Management sold 221 State Street Industrial Select Sector SPDR ETF shares in Q3 2019, an estimated $17K.
Executive Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2018 and held it in 3 quarters.
Executive Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $17K in Q2 2019.
668 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.