Mid Atlantic Financial Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Mid Atlantic Financial 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	-3,245	Closed	-$252K	–	768
2019 Q3	$252K	Buy	+3,245	New	+$249K	0.03%	560

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

Mid Atlantic Financial Management's XLI Position: Q4 2019 in Review

Mid Atlantic Financial Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2019, closing a stake of 3,245 shares — an estimated $252K sold.

Mid Atlantic Financial Management first reported a position in XLI in Q3 2019 and held it in 1 quarter. The position peaked at $252K in Q3 2019. 762 funds tracked by Wall St. Rank hold XLI as of Q4 2019.

Mid Atlantic Financial Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2019 after selling out during the quarter.
Mid Atlantic Financial Management sold 3,245 State Street Industrial Select Sector SPDR ETF shares in Q4 2019, an estimated $252K.
Mid Atlantic Financial Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2019 and held it in 1 quarter.
Mid Atlantic Financial Management's State Street Industrial Select Sector SPDR ETF position peaked at $252K in Q3 2019.
762 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2019.

Based on Mid Atlantic Financial Management's 13F filing for Q4 2019, filed 11 Feb 2020.