Julex Capital Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Julex Capital Management’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
2019 Q3	–	Sell	-71,086	Closed	-$5.5M	–	239
2019 Q2	$5.5M	Sell	71,086 -88,617	-55%	-$6.74M	6.06%	9
2019 Q1	$12M	Buy	+159,703	New	+$11.6M	10.38%	5

Other funds holding XLI

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Julex Capital Management's XLI Position: Q3 2019 in Review

Julex Capital Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2019, closing a stake of 71,086 shares — an estimated $5.5M sold.

Julex Capital Management first reported a position in XLI in Q1 2019 and held it in 2 quarters. The position peaked at $12M in Q1 2019. 668 funds tracked by Wall St. Rank hold XLI as of Q3 2019.

Julex Capital Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2019 after selling out during the quarter.
Julex Capital Management sold 71,086 State Street Industrial Select Sector SPDR ETF shares in Q3 2019, an estimated $5.5M.
Julex Capital Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2019 and held it in 2 quarters.
Julex Capital Management's State Street Industrial Select Sector SPDR ETF position peaked at $12M in Q1 2019.
668 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2019.

Based on Julex Capital Management's 13F filing for Q3 2019, filed 18 Oct 2019.