Moody Lynn & Lieberson’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Moody Lynn & Lieberson’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	-12,490	Closed	-$858K	–	211
2020 Q2	$858K	Buy	+12,490	New	+$810K	0.09%	98
2019 Q4	–	Sell	-84,365	Closed	-$6.55M	–	212
2019 Q3	$6.55M	Buy	+84,365	New	+$6.47M	0.73%	47
2018 Q4	–	Sell	-8,050	Closed	-$631K	–	216
2018 Q3	$631K	Buy	+8,050	New	+$613K	0.07%	135
2017 Q1	–	Sell	-47,945	Closed	-$2.98M	–	186
2016 Q4	$2.98M	Buy	+47,945	New	+$2.89M	0.43%	60
2014 Q1	–	Sell	-7,570	Closed	-$396K	–	220
2013 Q4	$396K	Buy	7,570 +50	+0.7%	+$2.46K	0.05%	138
2013 Q3	$349K	Sell	7,520 -95,960	-93%	-$4.34M	0.05%	137
2013 Q2	$4.41M	Buy	+103,480	New	+$4.39M	0.77%	50

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 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

Moody Lynn & Lieberson's XLI Position: Q3 2020 in Review

Moody Lynn & Lieberson sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2020, closing a stake of 12,490 shares — an estimated $858K sold.

Moody Lynn & Lieberson first reported a position in XLI in Q2 2013 and held it in 7 quarters. The position peaked at $6.55M in Q3 2019. 750 funds tracked by Wall St. Rank hold XLI as of Q3 2020.

Moody Lynn & Lieberson reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2020 after selling out during the quarter.
Moody Lynn & Lieberson sold 12,490 State Street Industrial Select Sector SPDR ETF shares in Q3 2020, an estimated $858K.
Moody Lynn & Lieberson first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and held it in 7 quarters.
Moody Lynn & Lieberson's State Street Industrial Select Sector SPDR ETF position peaked at $6.55M in Q3 2019.
750 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2020.

Based on Moody Lynn & Lieberson's 13F filing for Q3 2020, filed 28 Oct 2020.