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KCS Wealth Advisory’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

KCS Wealth Advisory’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
Q4 		– Sell
-216
Closed -$16.8K – 416
2019
Q3 		$16.8K Buy
+216
New +$16.6K 0.01% 317

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KCS Wealth Advisory's XLI Position: Q4 2019 in Review

KCS Wealth Advisory sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2019, closing a stake of 216 shares — an estimated $16.8K sold.

KCS Wealth Advisory first reported a position in XLI in Q3 2019 and held it in 1 quarter. The position peaked at $16.8K in Q3 2019. 762 funds tracked by Wall St. Rank hold XLI as of Q4 2019.

  • KCS Wealth Advisory reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 216 State Street Industrial Select Sector SPDR ETF shares in Q4 2019, an estimated $16.8K.
  • KCS Wealth Advisory first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's State Street Industrial Select Sector SPDR ETF position peaked at $16.8K in Q3 2019.
  • 762 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.