MYCIO Wealth Partners’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

MYCIO Wealth Partners’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 Q1	–	Sell	-4,033	Closed	-$329K	–	423
2019 Q4	$329K	Sell	4,033 -186	-4%	-$14.8K	0.02%	253
2019 Q3	$327K	Sell	4,219 -818	-16%	-$62.8K	0.02%	234
2019 Q2	$390K	Buy	5,037 +13	+0.3%	+$989	0.03%	195
2019 Q1	$377K	Buy	5,024 +17	+0.3%	+$1.23K	0.03%	187
2018 Q4	$322K	Buy	5,007 +20	+0.4%	+$1.42K	0.03%	198
2018 Q3	$391K	Buy	4,987 +15	+0.3%	+$1.14K	0.04%	181
2018 Q2	$356K	Buy	+4,972	New	+$369K	0.04%	189
2015 Q4	–	Sell	-150	Closed	-$7K	–	845
2015 Q3	$7K	Buy	+150	New	+$7.9K	﹤0.01%	618

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

MYCIO Wealth Partners's XLI Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2020, closing a stake of 4,033 shares — an estimated $329K sold.

MYCIO Wealth Partners first reported a position in XLI in Q3 2015 and held it in 8 quarters. The position peaked at $391K in Q3 2018. 676 funds tracked by Wall St. Rank hold XLI as of Q1 2020.

MYCIO Wealth Partners reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 4,033 State Street Industrial Select Sector SPDR ETF shares in Q1 2020, an estimated $329K.
MYCIO Wealth Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2015 and held it in 8 quarters.
MYCIO Wealth Partners's State Street Industrial Select Sector SPDR ETF position peaked at $391K in Q3 2018.
676 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.