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

IRON Financial’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	–	Sell	-4,295	Closed	-$253K	–	117
2020 Q1	$253K	Sell	4,295 -180	-4%	-$13.6K	0.16%	80
2019 Q4	$365K	Buy	4,475 +1,775	+66%	+$142K	0.17%	81
2019 Q3	$210K	Hold	2,700	–	–	0.16%	90
2019 Q2	$203K	Sell	2,700 -500	-16%	-$38K	0.19%	83
2019 Q1	$240K	Buy	+3,200	New	+$232K	0.15%	80
2014 Q3	–	Sell	-33,091	Closed	-$1.79M	–	81
2014 Q2	$1.79M	Sell	33,091 -36,277	-52%	-$1.94M	1.58%	20
2014 Q1	$3.63M	Buy	69,368 +579	+0.8%	+$29.7K	2.76%	15
2013 Q4	$3.6M	Buy	+68,789	New	+$3.38M	3.67%	11

Other funds holding XLI

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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

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

BlackRock New York $6.73T AUM 46.02% 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 $66.2B AUM 46.3% 1-Year Est. Return

IRON Financial's XLI Position: Q2 2020 in Review

IRON Financial sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2020, closing a stake of 4,295 shares — an estimated $253K sold.

IRON Financial first reported a position in XLI in Q4 2013 and held it in 8 quarters. The position peaked at $3.63M in Q1 2014. 690 funds tracked by Wall St. Rank hold XLI as of Q2 2020.

IRON Financial reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2020 after selling out during the quarter.
IRON Financial sold 4,295 State Street Industrial Select Sector SPDR ETF shares in Q2 2020, an estimated $253K.
IRON Financial first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2013 and held it in 8 quarters.
IRON Financial's State Street Industrial Select Sector SPDR ETF position peaked at $3.63M in Q1 2014.
690 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2020.

Based on IRON Financial's 13F filing for Q2 2020, filed 15 Jul 2020.