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Northstar Investment Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Northstar Investment Advisors’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
2016
Q1 		– Sell
-4,880
Closed -$259K – 108
2015
Q4 		$259K Buy
+4,880
New +$262K 0.07% 91

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
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
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northstar Investment Advisors's XLI Position: Q1 2016 in Review

Northstar Investment Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2016, closing a stake of 4,880 shares — an estimated $259K sold.

Northstar Investment Advisors first reported a position in XLI in Q4 2015 and held it in 1 quarter. The position peaked at $259K in Q4 2015. 412 funds tracked by Wall St. Rank hold XLI as of Q1 2016.

  • Northstar Investment Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2016 after selling out during the quarter.
  • Northstar Investment Advisors sold 4,880 State Street Industrial Select Sector SPDR ETF shares in Q1 2016, an estimated $259K.
  • Northstar Investment Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2015 and held it in 1 quarter.
  • Northstar Investment Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $259K in Q4 2015.
  • 412 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2016.

Based on Northstar Investment Advisors's 13F filing for Q1 2016, filed 4 May 2016.