Madison Investment Holdings’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Madison Investment Holdings’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 Q2	–	Sell	-15,369	Closed	-$1M	–	263
2017 Q1	$1M	Sell	15,369 -100,672	-87%	-$6.51M	0.02%	205
2016 Q4	$7.22M	Buy	116,041 +58,573	+102%	+$3.53M	0.14%	158
2016 Q3	$3.35M	Buy	57,468 +9,438	+20%	+$548K	0.07%	174
2016 Q2	$2.69M	Buy	+48,030	New	+$2.68M	0.06%	175

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HCM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Madison Investment Holdings's XLI Position: Q2 2017 in Review

Madison Investment Holdings sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2017, closing a stake of 15,369 shares — an estimated $1M sold.

Madison Investment Holdings first reported a position in XLI in Q2 2016 and held it in 4 quarters. The position peaked at $7.22M in Q4 2016. 547 funds tracked by Wall St. Rank hold XLI as of Q2 2017.

Madison Investment Holdings reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2017 after selling out during the quarter.
Madison Investment Holdings sold 15,369 State Street Industrial Select Sector SPDR ETF shares in Q2 2017, an estimated $1M.
Madison Investment Holdings first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2016 and held it in 4 quarters.
Madison Investment Holdings's State Street Industrial Select Sector SPDR ETF position peaked at $7.22M in Q4 2016.
547 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2017.

Based on Madison Investment Holdings's 13F filing for Q2 2017, filed 14 Aug 2017.