Genesis Wealth Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Genesis Wealth Advisors’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	$17.5K	Hold	324	–	–	0.01%	295
2015 Q1	$17.9K	Hold	324	–	–	0.01%	297
2014 Q4	$18.8K	Buy	+324	New	+$17.8K	0.01%	322

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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 $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Genesis Wealth Advisors's XLI Position: Q2 2015 in Review

Genesis Wealth Advisors held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2015 at 324 shares worth $17.5K. The position accounts for 0.01% of the portfolio, ranked #295.

Genesis Wealth Advisors first reported a position in XLI in Q4 2014 and has held it in 3 quarters since. The position peaked at $18.8K in Q4 2014. 373 funds tracked by Wall St. Rank hold XLI as of Q2 2015.

Genesis Wealth Advisors held 324 shares of State Street Industrial Select Sector SPDR ETF worth $17.5K as of Q2 2015.
Genesis Wealth Advisors left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2015.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #295 holding.
Genesis Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2014 and has held it in 3 quarters since.
Genesis Wealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $18.8K in Q4 2014.
373 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.