MSWM
XLI icon

Mader & Shannon Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Mader & Shannon 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
2018
Q1 		– Sell
-74,936
Closed -$5.67M – 24
2017
Q4 		$5.67M Buy
+74,936
New +$5.45M 4.14% 7

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
QIM
Quantitative Investment Management Charlottesville, Virginia $917M AUM 3.96% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Mader & Shannon Wealth Management's XLI Position: Q1 2018 in Review

Mader & Shannon Wealth Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2018, closing a stake of 74,936 shares — an estimated $5.67M sold.

Mader & Shannon Wealth Management first reported a position in XLI in Q4 2017 and held it in 1 quarter. The position peaked at $5.67M in Q4 2017. 636 funds tracked by Wall St. Rank hold XLI as of Q1 2018.

  • Mader & Shannon Wealth Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2018 after selling out during the quarter.
  • Mader & Shannon Wealth Management sold 74,936 State Street Industrial Select Sector SPDR ETF shares in Q1 2018, an estimated $5.67M.
  • Mader & Shannon Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2017 and held it in 1 quarter.
  • Mader & Shannon Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $5.67M in Q4 2017.
  • 636 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2018.

Based on Mader & Shannon Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.