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Meritage Portfolio Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Meritage Portfolio 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
2020
Q3 		– Sell
-48,233
Closed -$3.31M – 243
2020
Q2 		$3.31M Buy
+48,233
New +$3.13M 0.32% 84
2020
Q1 		– Sell
-56,753
Closed -$4.62M – 248
2019
Q4 		$4.62M Buy
+56,753
New +$4.53M 0.41% 70

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Meritage Portfolio Management's XLI Position: Q3 2020 in Review

Meritage Portfolio Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2020, closing a stake of 48,233 shares — an estimated $3.31M sold.

Meritage Portfolio Management first reported a position in XLI in Q4 2019 and held it in 2 quarters. The position peaked at $4.62M in Q4 2019. 750 funds tracked by Wall St. Rank hold XLI as of Q3 2020.

  • Meritage Portfolio Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2020 after selling out during the quarter.
  • Meritage Portfolio Management sold 48,233 State Street Industrial Select Sector SPDR ETF shares in Q3 2020, an estimated $3.31M.
  • Meritage Portfolio Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2019 and held it in 2 quarters.
  • Meritage Portfolio Management's State Street Industrial Select Sector SPDR ETF position peaked at $4.62M in Q4 2019.
  • 750 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2020.

Based on Meritage Portfolio Management's 13F filing for Q3 2020, filed 26 Oct 2020.