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XLI icon

FundX Investment Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

FundX Investment Group’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
Q3 		– Sell
-11,235
Closed -$607K – 27
2014
Q2 		$607K Buy
+11,235
New +$600K 0.23% 16

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EA
Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $5B AUM 26.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

FundX Investment Group's XLI Position: Q3 2014 in Review

FundX Investment Group sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2014, closing a stake of 11,235 shares — an estimated $607K sold.

FundX Investment Group first reported a position in XLI in Q2 2014 and held it in 1 quarter. The position peaked at $607K in Q2 2014. 363 funds tracked by Wall St. Rank hold XLI as of Q3 2014.

  • FundX Investment Group reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2014 after selling out during the quarter.
  • FundX Investment Group sold 11,235 State Street Industrial Select Sector SPDR ETF shares in Q3 2014, an estimated $607K.
  • FundX Investment Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2014 and held it in 1 quarter.
  • FundX Investment Group's State Street Industrial Select Sector SPDR ETF position peaked at $607K in Q2 2014.
  • 363 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2014.

Based on FundX Investment Group's 13F filing for Q3 2014, filed 4 Nov 2014.