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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
$193K Buy
2,694
+4
+0.1% +$297 0.15% 43
2018
Q1
$200K Buy
2,690
+22
+0.8% +$1.7K 0.13% 46
2017
Q4
$202K Buy
+2,668
New +$194K 0.12% 46

Other funds holding XLI

Kabarec Financial Advisors's XLI Position: Q2 2018 in Review

Kabarec Financial Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.15% in Q2 2018, buying an estimated $297 and bringing the position to 2,694 shares worth $193K. The position accounts for 0.15% of the portfolio, ranked #43.

Kabarec Financial Advisors first reported a position in XLI in Q4 2017 and has held it in 3 quarters since. The position peaked at $202K in Q4 2017. 627 funds tracked by Wall St. Rank hold XLI as of Q2 2018.

  • Kabarec Financial Advisors held 2,694 shares of State Street Industrial Select Sector SPDR ETF worth $193K as of Q2 2018.
  • Kabarec Financial Advisors bought 4 State Street Industrial Select Sector SPDR ETF shares in Q2 2018, an estimated $297.
  • State Street Industrial Select Sector SPDR ETF made up 0.15% of Kabarec Financial Advisors's portfolio in Q2 2018, its #43 holding.
  • Kabarec Financial Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2017 and has held it in 3 quarters since.
  • Kabarec Financial Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $202K in Q4 2017.
  • 627 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.