Palo Capital’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Palo Capital’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
2018 Q4	$271K	Sell	4,204 -62	-1%	-$4.39K	0.12%	128
2018 Q3	$334K	Sell	4,266 -1,445	-25%	-$110K	0.12%	130
2018 Q2	$409K	Buy	5,711 +103	+2%	+$7.64K	0.15%	137
2018 Q1	$417K	Buy	+5,608	New	+$432K	0.15%	137

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

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

SGI

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Palo Capital's XLI Position: Q4 2018 in Review

Palo Capital reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.5% in Q4 2018, selling an estimated $4.39K and leaving 4,204 shares worth $271K. The position accounts for 0.12% of the portfolio, ranked #128.

Palo Capital first reported a position in XLI in Q1 2018 and has held it in 4 quarters since. The position peaked at $417K in Q1 2018. 663 funds tracked by Wall St. Rank hold XLI as of Q4 2018.

Palo Capital held 4,204 shares of State Street Industrial Select Sector SPDR ETF worth $271K as of Q4 2018.
Palo Capital sold 62 State Street Industrial Select Sector SPDR ETF shares in Q4 2018, an estimated $4.39K.
State Street Industrial Select Sector SPDR ETF made up 0.12% of Palo Capital's portfolio in Q4 2018, its #128 holding.
Palo Capital first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2018 and has held it in 4 quarters since.
Palo Capital's State Street Industrial Select Sector SPDR ETF position peaked at $417K in Q1 2018.
663 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2018.

Based on Palo Capital's 13F filing for Q4 2018, filed 30 Jan 2019.