Kays Financial Advisory’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
2019
Q4
Sell
-8,264
Closed -$641K 121
2019
Q3
$641K Sell
8,264
-72,388
-90% -$5.55M 0.12% 66
2019
Q2
$6.24M Buy
80,652
+2,013
+3% +$153K 1.15% 17
2019
Q1
$5.9M Buy
78,639
+4,665
+6% +$338K 1.15% 16
2018
Q4
$4.76M Buy
73,974
+1,466
+2% +$104K 1.08% 20
2018
Q3
$5.68M Buy
72,508
+517
+0.7% +$39.4K 1.21% 19
2018
Q2
$5.16M Buy
71,991
+2,191
+3% +$162K 1.13% 19
2018
Q1
$5.18M Buy
69,800
+3,232
+5% +$249K 1.18% 18
2017
Q4
$5.04M Buy
66,568
+2,003
+3% +$146K 1.47% 12
2017
Q3
$4.58M Buy
64,565
+1,178
+2% +$81K 1.47% 12
2017
Q2
$4.32M Buy
63,387
+3,532
+6% +$236K 1.46% 12
2017
Q1
$3.9M Buy
59,855
+387
+0.7% +$25K 1.39% 12
2016
Q4
$3.7M Buy
59,468
+2,239
+4% +$135K 1.44% 12
2016
Q3
$3.34M Buy
57,229
+2,004
+4% +$116K 1.42% 13
2016
Q2
$3.09M Buy
55,225
+1,213
+2% +$67.6K 1.4% 13
2016
Q1
$3M Sell
54,012
-157
-0.3% -$8.12K 1.48% 12
2015
Q4
$2.87M Buy
54,169
+830
+2% +$44.5K 1.49% 12
2015
Q3
$2.66M Buy
53,339
+1,805
+4% +$95K 1.52% 11
2015
Q2
$2.79M Buy
51,534
+1,453
+3% +$81.5K 1.61% 11
2015
Q1
$2.79M Buy
50,081
+1,230
+3% +$69.2K 1.65% 11
2014
Q4
$2.76M Buy
48,851
+1,140
+2% +$62.6K 1.87% 10
2014
Q3
$2.54M Buy
47,711
+609
+1% +$32.7K 1.85% 10
2014
Q2
$2.55M Buy
47,102
+715
+2% +$38.2K 1.82% 10
2014
Q1
$2.43M Buy
46,387
+828
+2% +$42.5K 1.76% 10
2013
Q4
$2.38M Buy
+45,559
New +$2.24M 1.8% 10

Other funds holding XLI