National Planning Corporation’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

National Planning Corporation’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
2017 Q4	–	Sell	-16,694	Closed	-$1.19M	–	635
2017 Q3	$1.19M	Sell	16,694 -488	-3%	-$33.6K	0.1%	211
2017 Q2	$1.18M	Sell	17,182 -1,255	-7%	-$83.8K	0.09%	235
2017 Q1	$1.2M	Sell	18,437 -9,342	-34%	-$604K	0.09%	214
2016 Q4	$1.75M	Buy	27,779 +1,718	+7%	+$103K	0.14%	158
2016 Q3	$1.51M	Buy	+26,061	New	+$1.51M	0.12%	180
2016 Q2	–	Sell	-5,215	Closed	-$290K	–	691
2016 Q1	$290K	Sell	5,215 -2,570	-33%	-$133K	0.03%	476
2015 Q4	$390K	Buy	7,785 +2,112	+37%	+$113K	0.03%	472
2015 Q3	$311K	Sell	5,673 -1,848	-25%	-$97.3K	0.03%	450
2015 Q2	$407K	Sell	7,521 -417	-5%	-$23.4K	0.04%	406
2015 Q1	$442K	Sell	7,938 -2,669	-25%	-$150K	0.04%	391
2014 Q4	$583K	Buy	10,607 +3,895	+58%	+$214K	0.04%	360
2014 Q3	$354K	Sell	6,712 -1,703	-20%	-$91.4K	0.03%	506
2014 Q2	$455K	Sell	8,415 -2,670	-24%	-$143K	0.04%	430
2014 Q1	$588K	Sell	11,085 -27,947	-72%	-$1.44M	0.05%	332
2013 Q4	$2.03M	Sell	39,032 -7,111	-15%	-$349K	0.18%	125
2013 Q3	$2.17M	Sell	46,143 -31,704	-41%	-$1.43M	0.21%	112
2013 Q2	$3.3M	Buy	+77,847	New	+$3.3M	0.41%	62

Other funds holding XLI

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return

National Planning Corporation's XLI Position: Q4 2017 in Review

National Planning Corporation sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2017, closing a stake of 16,694 shares — an estimated $1.19M sold.

National Planning Corporation first reported a position in XLI in Q2 2013 and held it in 17 quarters. The position peaked at $3.3M in Q2 2013. 627 funds tracked by Wall St. Rank hold XLI as of Q4 2017.

National Planning Corporation reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2017 after selling out during the quarter.
National Planning Corporation sold 16,694 State Street Industrial Select Sector SPDR ETF shares in Q4 2017, an estimated $1.19M.
National Planning Corporation first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and held it in 17 quarters.
National Planning Corporation's State Street Industrial Select Sector SPDR ETF position peaked at $3.3M in Q2 2013.
627 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.