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

Hobart 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
2020 Q3	–	Sell	-8,863	Closed	-$609K	–	161
2020 Q2	$609K	Buy	+8,863	New	+$575K	0.34%	69
2019 Q3	–	Sell	-3,424	Closed	-$265K	–	158
2019 Q2	$265K	Buy	+3,424	New	+$260K	0.18%	119

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

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 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

Hobart Private Capital's XLI Position: Q3 2020 in Review

Hobart Private Capital sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2020, closing a stake of 8,863 shares — an estimated $609K sold.

Hobart Private Capital first reported a position in XLI in Q2 2019 and held it in 2 quarters. The position peaked at $609K in Q2 2020. 750 funds tracked by Wall St. Rank hold XLI as of Q3 2020.

Hobart Private Capital reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2020 after selling out during the quarter.
Hobart Private Capital sold 8,863 State Street Industrial Select Sector SPDR ETF shares in Q3 2020, an estimated $609K.
Hobart Private Capital first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2019 and held it in 2 quarters.
Hobart Private Capital's State Street Industrial Select Sector SPDR ETF position peaked at $609K in Q2 2020.
750 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2020.

Based on Hobart Private Capital's 13F filing for Q3 2020, filed 11 Mar 2024.