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

FolioMetrix’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
2015 Q2	$6.3M	Buy	110,582 +16,175	+17%	+$907K	2.64%	6
2015 Q1	$5.26M	Buy	94,407 +27,745	+42%	+$1.56M	2.66%	5
2014 Q4	$3.61M	Buy	+66,662	New	+$3.66M	2.56%	5

Other funds holding XLI

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

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

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

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

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

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

Commerzbank Aktiengesellschaft Frankfurt, Germany $5B AUM 26.58% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

FolioMetrix's XLI Position: Q2 2015 in Review

FolioMetrix increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 17% in Q2 2015, buying an estimated $907K and bringing the position to 110,582 shares worth $6.3M. The position accounts for 2.64% of the portfolio, ranked #6.

FolioMetrix first reported a position in XLI in Q4 2014 and has held it in 3 quarters since. 374 funds tracked by Wall St. Rank hold XLI as of Q2 2015.

FolioMetrix held 110,582 shares of State Street Industrial Select Sector SPDR ETF worth $6.3M as of Q2 2015.
FolioMetrix bought 16,175 State Street Industrial Select Sector SPDR ETF shares in Q2 2015, an estimated $907K.
State Street Industrial Select Sector SPDR ETF made up 2.64% of FolioMetrix's portfolio in Q2 2015, its #6 holding.
FolioMetrix first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2014 and has held it in 3 quarters since.
374 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2015.

Based on FolioMetrix's 13F filing for Q2 2015, filed 5 Aug 2015.