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

Girard Securities’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
2017 Q4	–	Sell	-3,256	Closed	-$232K	–	123
2017 Q3	$232K	Sell	3,256 -649	-17%	-$44.6K	0.21%	108
2017 Q2	$264K	Buy	3,905 +16	+0.4%	+$1.07K	0.2%	125
2017 Q1	$253K	Buy	3,889 +524	+16%	+$33.9K	0.22%	121
2016 Q4	$209K	Buy	+3,365	New	+$203K	0.18%	151

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

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

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return

Girard Securities's XLI Position: Q4 2017 in Review

Girard Securities sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2017, closing a stake of 3,256 shares — an estimated $232K sold.

Girard Securities first reported a position in XLI in Q4 2016 and held it in 4 quarters. The position peaked at $264K in Q2 2017. 627 funds tracked by Wall St. Rank hold XLI as of Q4 2017.

Girard Securities reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2017 after selling out during the quarter.
Girard Securities sold 3,256 State Street Industrial Select Sector SPDR ETF shares in Q4 2017, an estimated $232K.
Girard Securities first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2016 and held it in 4 quarters.
Girard Securities's State Street Industrial Select Sector SPDR ETF position peaked at $264K in Q2 2017.
627 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2017.

Based on Girard Securities's 13F filing for Q4 2017.