IberiaBank’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

IberiaBank’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 Q2	$1.33M	Sell	19,374 -2,255	-10%	-$146K	0.16%	114
2020 Q1	$1.28M	Sell	21,629 -5,755	-21%	-$434K	0.17%	110
2019 Q4	$2.23M	Buy	27,384 +2,058	+8%	+$164K	0.23%	98
2019 Q3	$1.97M	Sell	25,326 -26	-0.1%	-$2K	0.23%	95
2019 Q2	$1.96M	Sell	25,352 -57	-0.2%	-$4.33K	0.22%	98
2019 Q1	$1.91M	Sell	25,409 -1,184	-4%	-$85.7K	0.22%	100
2018 Q4	$1.71M	Sell	26,593 -3,340	-11%	-$237K	0.22%	102
2018 Q3	$2.35M	Buy	29,933 +2,861	+11%	+$218K	0.29%	92
2018 Q2	$1.94M	Buy	27,072 +6,909	+34%	+$512K	0.34%	96
2018 Q1	$1.5M	Sell	20,163 -9,759	-33%	-$752K	0.3%	110
2017 Q4	$2.29M	Sell	29,922 -9,795	-25%	-$713K	0.36%	87
2017 Q3	$2.85M	Buy	+39,717	New	+$2.73M	0.47%	70

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

IberiaBank's XLI Position: Q2 2020 in Review

IberiaBank reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 10% in Q2 2020, selling an estimated $146K and leaving 19,374 shares worth $1.33M. The position accounts for 0.16% of the portfolio, ranked #114.

IberiaBank first reported a position in XLI in Q3 2017 and has held it in 12 quarters since. The position peaked at $2.85M in Q3 2017. 690 funds tracked by Wall St. Rank hold XLI as of Q2 2020.

IberiaBank held 19,374 shares of State Street Industrial Select Sector SPDR ETF worth $1.33M as of Q2 2020.
IberiaBank sold 2,255 State Street Industrial Select Sector SPDR ETF shares in Q2 2020, an estimated $146K.
State Street Industrial Select Sector SPDR ETF made up 0.16% of IberiaBank's portfolio in Q2 2020, its #114 holding.
IberiaBank first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2017 and has held it in 12 quarters since.
IberiaBank's State Street Industrial Select Sector SPDR ETF position peaked at $2.85M in Q3 2017.
690 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2020.

Based on IberiaBank's 13F filing for Q2 2020, filed 29 Jul 2020.