Massachusetts Financial Services
XLI icon

Massachusetts Financial Services’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Massachusetts Financial Services’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
2015
Q1 		– Sell
-26,647
Closed -$1.51M – 908
2014
Q4 		$1.51M Buy
+26,647
New +$1.46M ﹤0.01% 761

Other funds holding XLI

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Massachusetts Financial Services's XLI Position: Q1 2015 in Review

Massachusetts Financial Services sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2015, closing a stake of 26,647 shares — an estimated $1.51M sold.

Massachusetts Financial Services first reported a position in XLI in Q4 2014 and held it in 1 quarter. The position peaked at $1.51M in Q4 2014. 415 funds tracked by Wall St. Rank hold XLI as of Q1 2015.

  • Massachusetts Financial Services reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2015 after selling out during the quarter.
  • Massachusetts Financial Services sold 26,647 State Street Industrial Select Sector SPDR ETF shares in Q1 2015, an estimated $1.51M.
  • Massachusetts Financial Services first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2014 and held it in 1 quarter.
  • Massachusetts Financial Services's State Street Industrial Select Sector SPDR ETF position peaked at $1.51M in Q4 2014.
  • 415 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2015.

Based on Massachusetts Financial Services's 13F filing for Q1 2015, filed 13 May 2015.