Neuburgh Advisers’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Neuburgh Advisers’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 Q3	$116K	Buy	1,496 +1,292	+633%	+$99.1K	﹤0.01%	778
2019 Q2	$16K	Sell	204 -578	-74%	-$44K	﹤0.01%	893
2019 Q1	$59K	Buy	782 +442	+130%	+$32K	﹤0.01%	841
2018 Q4	$22K	Sell	340 -476	-58%	-$33.7K	﹤0.01%	860
2018 Q3	$64K	Sell	816 -1,088	-57%	-$82.9K	﹤0.01%	844
2018 Q2	$136K	Sell	1,904 -136	-7%	-$10.1K	﹤0.01%	741
2018 Q1	$152K	Buy	+2,040	New	+$157K	0.01%	708
2017 Q4	–	Sell	-211,650	Closed	-$15M	–	899
2017 Q3	$15M	Sell	211,650 -20,604	-9%	-$1.42M	0.56%	46
2017 Q2	$15.8M	Buy	232,254 +122,298	+111%	+$8.16M	0.6%	43
2017 Q1	$7.15M	Buy	+109,956	New	+$7.11M	0.28%	77

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

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

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

SGI

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Neuburgh Advisers's XLI Position: Q3 2019 in Review

Neuburgh Advisers increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 633% in Q3 2019, buying an estimated $99.1K and bringing the position to 1,496 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #778.

Neuburgh Advisers first reported a position in XLI in Q1 2017 and has held it in 10 quarters since. The position peaked at $15.8M in Q2 2017. 668 funds tracked by Wall St. Rank hold XLI as of Q3 2019.

Neuburgh Advisers held 1,496 shares of State Street Industrial Select Sector SPDR ETF worth $116K as of Q3 2019.
Neuburgh Advisers bought 1,292 State Street Industrial Select Sector SPDR ETF shares in Q3 2019, an estimated $99.1K.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of Neuburgh Advisers's portfolio in Q3 2019, its #778 holding.
Neuburgh Advisers first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2017 and has held it in 10 quarters since.
Neuburgh Advisers's State Street Industrial Select Sector SPDR ETF position peaked at $15.8M in Q2 2017.
668 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.