Holistic Financial Partners’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Holistic Financial 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
2018 Q2	–	Sell	-827	Closed	-$61K	–	372
2018 Q1	$61K	Hold	827	–	–	0.05%	169
2017 Q4	$63K	Buy	+827	New	+$60.2K	0.05%	166

Other funds holding XLI

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

SGI

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Holistic Financial Partners's XLI Position: Q2 2018 in Review

Holistic Financial Partners sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2018, closing a stake of 827 shares — an estimated $61K sold.

Holistic Financial Partners first reported a position in XLI in Q4 2017 and held it in 2 quarters. The position peaked at $63K in Q4 2017. 627 funds tracked by Wall St. Rank hold XLI as of Q2 2018.

Holistic Financial Partners reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2018 after selling out during the quarter.
Holistic Financial Partners sold 827 State Street Industrial Select Sector SPDR ETF shares in Q2 2018, an estimated $61K.
Holistic Financial Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2017 and held it in 2 quarters.
Holistic Financial Partners's State Street Industrial Select Sector SPDR ETF position peaked at $63K in Q4 2017.
627 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.