KWMG LLC’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

KWMG LLC’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 Q2	–	Sell	-1,272	Closed	-$95K	–	422
2019 Q1	$95K	Hold	1,272	–	–	0.02%	140
2018 Q4	$82K	Buy	1,272 +642	+102%	+$45.5K	0.02%	136
2018 Q3	$49K	Sell	630 -38	-6%	-$2.9K	0.01%	165
2018 Q2	$48K	Buy	+668	New	+$49.5K	0.01%	165

Other funds holding XLI

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

SGI

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NLI

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

KWMG LLC's XLI Position: Q2 2019 in Review

KWMG LLC sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2019, closing a stake of 1,272 shares — an estimated $95K sold.

KWMG LLC first reported a position in XLI in Q2 2018 and held it in 4 quarters. The position peaked at $95K in Q1 2019. 670 funds tracked by Wall St. Rank hold XLI as of Q2 2019.

KWMG LLC reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2019 after selling out during the quarter.
KWMG LLC sold 1,272 State Street Industrial Select Sector SPDR ETF shares in Q2 2019, an estimated $95K.
KWMG LLC first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2018 and held it in 4 quarters.
KWMG LLC's State Street Industrial Select Sector SPDR ETF position peaked at $95K in Q1 2019.
670 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2019.

Based on KWMG LLC's 13F filing for Q2 2019, filed 10 Jul 2019.