Global Financial Private Capital’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Global Financial Private Capital’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 Q4	–	Sell	-22,322	Closed	-$1.73M	–	424
2019 Q3	$1.73M	Sell	22,322 -95,080	-81%	-$7.29M	0.09%	184
2019 Q2	$9.09M	Sell	117,402 -38,819	-25%	-$2.95M	0.44%	74
2019 Q1	$11.7M	Buy	156,221 +98,008	+168%	+$7.09M	0.56%	53
2018 Q4	$3.75M	Sell	58,213 -107,459	-65%	-$7.62M	0.2%	112
2018 Q3	$13M	Buy	165,672 +3,392	+2%	+$258K	0.47%	62
2018 Q2	$11.6M	Sell	162,280 -19,926	-11%	-$1.48M	0.39%	71
2018 Q1	$13.5M	Buy	182,206 +143,796	+374%	+$11.1M	0.47%	65
2017 Q4	$2.91M	Sell	38,410 -102,847	-73%	-$7.48M	0.1%	137
2017 Q3	$10M	Buy	141,257 +43,572	+45%	+$3M	0.36%	76
2017 Q2	$6.65M	Buy	97,685 +7,566	+8%	+$505K	0.32%	78
2017 Q1	$5.86M	Buy	+90,119	New	+$5.82M	0.29%	76

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

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

SGI

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Global Financial Private Capital's XLI Position: Q4 2019 in Review

Global Financial Private Capital sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2019, closing a stake of 22,322 shares — an estimated $1.73M sold.

Global Financial Private Capital first reported a position in XLI in Q1 2017 and held it in 11 quarters. The position peaked at $13.5M in Q1 2018. 762 funds tracked by Wall St. Rank hold XLI as of Q4 2019.

Global Financial Private Capital reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2019 after selling out during the quarter.
Global Financial Private Capital sold 22,322 State Street Industrial Select Sector SPDR ETF shares in Q4 2019, an estimated $1.73M.
Global Financial Private Capital first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2017 and held it in 11 quarters.
Global Financial Private Capital's State Street Industrial Select Sector SPDR ETF position peaked at $13.5M in Q1 2018.
762 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2019.

Based on Global Financial Private Capital's 13F filing for Q4 2019, filed 11 Feb 2020.