Numeric Investors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Numeric Investors’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	-8,900	Closed	-$632K	–	1198
2017 Q3	$632K	Buy	+8,900	New	+$612K	﹤0.01%	831
2017 Q2	–	Sell	-45,800	Closed	-$2.98M	–	1178
2017 Q1	$2.98M	Sell	45,800 -98,700	-68%	-$6.38M	0.03%	411
2016 Q4	$8.99M	Buy	144,500 +89,300	+162%	+$5.38M	0.08%	244
2016 Q3	$3.22M	Buy	+55,200	New	+$3.21M	0.03%	387
2016 Q2	–	Sell	-101,000	Closed	-$5.6M	–	1190
2016 Q1	$5.6M	Buy	101,000 +46,000	+84%	+$2.38M	0.06%	273
2015 Q4	$2.92M	Buy	+55,000	New	+$2.95M	0.03%	378
2015 Q2	–	Sell	-69,300	Closed	-$3.87M	–	1100
2015 Q1	$3.87M	Buy	69,300 +1,400	+2%	+$78.8K	0.05%	278
2014 Q4	$3.84M	Buy	+67,900	New	+$3.73M	0.05%	261
2014 Q3	–	Sell	-9,600	Closed	-$519K	–	947
2014 Q2	$519K	Sell	9,600 -45,700	-83%	-$2.44M	0.01%	562
2014 Q1	$2.89M	Sell	55,300 -7,500	-12%	-$385K	0.05%	299
2013 Q4	$3.28M	Buy	62,800 +25,500	+68%	+$1.25M	0.06%	286
2013 Q3	$1.73M	Buy	+37,300	New	+$1.69M	0.03%	353

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Mizuho Bank Tokyo, Japan $467M AUM 24.01% 1-Year Est. Return

Numeric Investors's XLI Position: Q4 2017 in Review

Numeric Investors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2017, closing a stake of 8,900 shares — an estimated $632K sold.

Numeric Investors first reported a position in XLI in Q3 2013 and held it in 12 quarters. The position peaked at $8.99M in Q4 2016. 628 funds tracked by Wall St. Rank hold XLI as of Q4 2017.

Numeric Investors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2017 after selling out during the quarter.
Numeric Investors sold 8,900 State Street Industrial Select Sector SPDR ETF shares in Q4 2017, an estimated $632K.
Numeric Investors first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2013 and held it in 12 quarters.
Numeric Investors's State Street Industrial Select Sector SPDR ETF position peaked at $8.99M in Q4 2016.
628 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2017.

Based on Numeric Investors's 13F filing for Q4 2017, filed 14 Feb 2018.