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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Mizuho Bank Tokyo, Japan $467M AUM 24.01% 1-Year Est. Return

Hefty Wealth Partners's XLI Position: Q4 2017 in Review

Hefty Wealth Partners sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2017, closing a stake of 39,614 shares — an estimated $2.81M sold.

Hefty Wealth Partners first reported a position in XLI in Q4 2015 and held it in 7 quarters. The position peaked at $3.31M in Q4 2016. 628 funds tracked by Wall St. Rank hold XLI as of Q4 2017.

Hefty Wealth Partners reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2017 after selling out during the quarter.
Hefty Wealth Partners sold 39,614 State Street Industrial Select Sector SPDR ETF shares in Q4 2017, an estimated $2.81M.
Hefty Wealth Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2015 and held it in 7 quarters.
Hefty Wealth Partners's State Street Industrial Select Sector SPDR ETF position peaked at $3.31M in Q4 2016.
628 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2017.

Based on Hefty Wealth Partners's 13F filing for Q4 2017, filed 3 Jan 2018.