Investors Capital Advisory Services’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Investors Capital Advisory Services’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
2016 Q2	$762K	Sell	13,618 -613	-4%	-$34.2K	0.15%	187
2016 Q1	$789K	Sell	14,231 -766	-5%	-$39.6K	0.16%	182
2015 Q4	$794K	Sell	14,997 -1,233	-8%	-$66.2K	0.15%	199
2015 Q3	$809K	Sell	16,230 -2,024	-11%	-$107K	0.16%	179
2015 Q2	$986K	Buy	18,254 +9	+0%	+$505	0.18%	156
2015 Q1	$1.02M	Sell	18,245 -186	-1%	-$10.5K	0.19%	154
2014 Q4	$1.04M	Buy	18,431 +3,129	+20%	+$172K	0.2%	145
2014 Q3	$813K	Buy	15,302 +593	+4%	+$31.8K	0.16%	186
2014 Q2	$795K	Buy	14,709 +5,128	+54%	+$274K	0.13%	246
2014 Q1	$501K	Buy	9,581 +2,473	+35%	+$127K	0.11%	282
2013 Q4	$371K	Buy	+7,108	New	+$349K	0.09%	325

Other funds holding XLI

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

HCM

Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Investors Capital Advisory Services's XLI Position: Q2 2016 in Review

Investors Capital Advisory Services reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 4.3% in Q2 2016, selling an estimated $34.2K and leaving 13,618 shares worth $762K. The position accounts for 0.15% of the portfolio, ranked #187.

Investors Capital Advisory Services first reported a position in XLI in Q4 2013 and has held it in 11 quarters since. The position peaked at $1.04M in Q4 2014. 398 funds tracked by Wall St. Rank hold XLI as of Q2 2016.

Investors Capital Advisory Services held 13,618 shares of State Street Industrial Select Sector SPDR ETF worth $762K as of Q2 2016.
Investors Capital Advisory Services sold 613 State Street Industrial Select Sector SPDR ETF shares in Q2 2016, an estimated $34.2K.
State Street Industrial Select Sector SPDR ETF made up 0.15% of Investors Capital Advisory Services's portfolio in Q2 2016, its #187 holding.
Investors Capital Advisory Services first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2013 and has held it in 11 quarters since.
Investors Capital Advisory Services's State Street Industrial Select Sector SPDR ETF position peaked at $1.04M in Q4 2014.
398 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.