Greenwich Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Greenwich Wealth Management’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
2021 Q1	–	Sell	-5,490	Closed	-$486K	–	210
2020 Q4	$486K	Sell	5,490 -94	-2%	-$7.92K	0.04%	131
2020 Q3	$430K	Sell	5,584 -256	-4%	-$19.1K	0.08%	125
2020 Q2	$401K	Sell	5,840 -1,005	-15%	-$65.2K	0.08%	126
2020 Q1	$404K	Sell	6,845 -2,087	-23%	-$157K	0.09%	114
2019 Q4	$728K	Buy	8,932 +684	+8%	+$54.6K	0.15%	96
2019 Q3	$640K	Buy	8,248 +191	+2%	+$14.7K	0.12%	109
2019 Q2	$624K	Buy	8,057 +286	+4%	+$21.7K	0.11%	108
2019 Q1	$583K	Sell	7,771 -496	-6%	-$35.9K	0.1%	107
2018 Q4	$532K	Buy	8,267 +409	+5%	+$29K	0.11%	109
2018 Q3	$616K	Buy	7,858 +392	+5%	+$29.9K	0.11%	109
2018 Q2	$535K	Buy	7,466 +1,132	+18%	+$84K	0.09%	114
2018 Q1	$471K	Buy	6,334 +723	+13%	+$55.7K	0.07%	115
2017 Q4	$425K	Sell	5,611 -5	-0.1%	-$364	0.07%	127
2017 Q3	$399K	Buy	5,616 +1,663	+42%	+$114K	0.07%	125
2017 Q2	$269K	Buy	+3,953	New	+$264K	0.05%	148

Other funds holding XLI

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Greenwich Wealth Management's XLI Position: Q1 2021 in Review

Greenwich Wealth Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2021, closing a stake of 5,490 shares — an estimated $486K sold.

Greenwich Wealth Management first reported a position in XLI in Q2 2017 and held it in 15 quarters. The position peaked at $728K in Q4 2019. 963 funds tracked by Wall St. Rank hold XLI as of Q1 2021.

Greenwich Wealth Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2021 after selling out during the quarter.
Greenwich Wealth Management sold 5,490 State Street Industrial Select Sector SPDR ETF shares in Q1 2021, an estimated $486K.
Greenwich Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2017 and held it in 15 quarters.
Greenwich Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $728K in Q4 2019.
963 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2021.

Based on Greenwich Wealth Management's 13F filing for Q1 2021, filed 6 May 2021.