HWP
XLI icon

Hefty Wealth Partners’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Hefty Wealth Partners’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
-39,614
Closed -$2.81M – 268
2017
Q3 		$2.81M Buy
39,614
+39,572
+94,219% +$2.72M 1.86% 18
2017
Q2 		$2K Sell
42
-35,962
-100% -$2.4M ﹤0.01% 230
2017
Q1 		$2.34M Sell
36,004
-17,246
-32% -$1.11M 1.7% 22
2016
Q4 		$3.31M Buy
53,250
+10,851
+26% +$654K 2.78% 10
2016
Q3 		$2.48M Buy
+42,399
New +$2.46M 1.88% 12
2016
Q2 		– Sell
-20,447
Closed -$1.13M – 238
2016
Q1 		$1.13M Sell
20,447
-2,212
-10% -$114K 1.06% 32
2015
Q4 		$1.2M Buy
+22,659
New +$1.22M 1.14% 27

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $1.86B AUM 15.66% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
MB
Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return