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

Litman Gregory 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
2019 Q4	–	Sell	-766	Closed	-$59K	–	265
2019 Q3	$59K	Hold	766	–	–	0.01%	73
2019 Q2	$59K	Hold	766	–	–	0.02%	82
2019 Q1	$57K	Hold	766	–	–	0.02%	66
2018 Q4	$49K	Sell	766 -81	-10%	-$5.74K	0.02%	73
2018 Q3	$66K	Hold	847	–	–	0.02%	56
2018 Q2	$61K	Hold	847	–	–	0.02%	51
2018 Q1	$63K	Buy	847 +40	+5%	+$3.08K	0.03%	78
2017 Q4	$61	Hold	807	–	–	0.02%	46
2017 Q3	$57K	Buy	+807	New	+$55.5K	0.03%	49

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

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

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

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

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 Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Litman Gregory Wealth Management's XLI Position: Q4 2019 in Review

Litman Gregory Wealth Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2019, closing a stake of 766 shares — an estimated $59K sold.

Litman Gregory Wealth Management first reported a position in XLI in Q3 2017 and held it in 9 quarters. The position peaked at $66K in Q3 2018. 762 funds tracked by Wall St. Rank hold XLI as of Q4 2019.

Litman Gregory Wealth Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2019 after selling out during the quarter.
Litman Gregory Wealth Management sold 766 State Street Industrial Select Sector SPDR ETF shares in Q4 2019, an estimated $59K.
Litman Gregory Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2017 and held it in 9 quarters.
Litman Gregory Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $66K in Q3 2018.
762 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2019.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2019, filed 30 Jan 2020.