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

Kanaly Trust’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 Q4	$32K	Hold	509	–	–	0.01%	348
2016 Q3	$30K	Hold	509	–	–	0.01%	352
2016 Q2	$29K	Hold	509	–	–	0.01%	373
2016 Q1	$28K	Hold	509	–	–	0.01%	382
2015 Q4	$27K	Hold	509	–	–	0.01%	382
2015 Q3	$25K	Hold	509	–	–	0.01%	409
2015 Q2	$28K	Hold	509	–	–	0.01%	403
2015 Q1	$28K	Hold	509	–	–	0.01%	349
2014 Q4	$29K	Hold	509	–	–	0.01%	345
2014 Q3	$27K	Hold	509	–	–	0.01%	361
2014 Q2	$28K	Hold	509	–	–	0.01%	365
2014 Q1	$27K	Hold	509	–	–	0.01%	359
2013 Q4	$27K	Buy	+509	New	+$25K	0.01%	351

Other funds holding XLI

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

HCM

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

Kanaly Trust's XLI Position: Q4 2016 in Review

Kanaly Trust held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q4 2016 at 509 shares worth $32K. The position accounts for 0.01% of the portfolio, ranked #348.

Kanaly Trust first reported a position in XLI in Q4 2013 and has held it in 13 quarters since. 506 funds tracked by Wall St. Rank hold XLI as of Q4 2016.

Kanaly Trust held 509 shares of State Street Industrial Select Sector SPDR ETF worth $32K as of Q4 2016.
Kanaly Trust left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q4 2016.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Kanaly Trust's portfolio in Q4 2016, its #348 holding.
Kanaly Trust first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2013 and has held it in 13 quarters since.
506 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.