LBA Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

LBA Wealth Management’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
2017 Q1	$47K	Hold	725	–	–	0.02%	203
2016 Q4	$45K	Sell	725 -785	-52%	-$47.3K	0.02%	200
2016 Q3	$88K	Hold	1,510	–	–	0.05%	161
2016 Q2	$85K	Hold	1,510	–	–	0.05%	165
2016 Q1	$84K	Sell	1,510 -1,630	-52%	-$84.3K	0.05%	163
2015 Q4	$166K	Hold	3,140	–	–	0.1%	127
2015 Q3	$157K	Buy	+3,140	New	+$165K	0.1%	122

Other funds holding XLI

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

Barclays London, United Kingdom $416B AUM 33.63% 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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

HCM

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

LBA Wealth Management's XLI Position: Q1 2017 in Review

LBA Wealth Management held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q1 2017 at 725 shares worth $47K. The position accounts for 0.02% of the portfolio, ranked #203.

LBA Wealth Management first reported a position in XLI in Q3 2015 and has held it in 7 quarters since. The position peaked at $166K in Q4 2015. 535 funds tracked by Wall St. Rank hold XLI as of Q1 2017.

LBA Wealth Management held 725 shares of State Street Industrial Select Sector SPDR ETF worth $47K as of Q1 2017.
LBA Wealth Management left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q1 2017.
State Street Industrial Select Sector SPDR ETF made up 0.02% of LBA Wealth Management's portfolio in Q1 2017, its #203 holding.
LBA Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2015 and has held it in 7 quarters since.
LBA Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $166K in Q4 2015.
535 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.