Paul John Balson’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
$434K Buy
4,897
+408
+9% +$34.4K 0.09% 59
2020
Q3
$346K Buy
4,489
+6
+0.1% +$449 0.09% 60
2020
Q2
$308K Buy
4,483
+4
+0.1% +$259 0.12% 56
2020
Q1
$264K Buy
+4,479
New +$337K 0.14% 50

Other funds holding XLI

Paul John Balson's XLI Position: Q4 2020 in Review

Paul John Balson increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 9.1% in Q4 2020, buying an estimated $34.4K and bringing the position to 4,897 shares worth $434K. The position accounts for 0.09% of the portfolio, ranked #59.

Paul John Balson first reported a position in XLI in Q1 2020 and has held it in 4 quarters since. 896 funds tracked by Wall St. Rank hold XLI as of Q4 2020.

  • Paul John Balson held 4,897 shares of State Street Industrial Select Sector SPDR ETF worth $434K as of Q4 2020.
  • Paul John Balson bought 408 State Street Industrial Select Sector SPDR ETF shares in Q4 2020, an estimated $34.4K.
  • State Street Industrial Select Sector SPDR ETF made up 0.09% of Paul John Balson's portfolio in Q4 2020, its #59 holding.
  • Paul John Balson first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2020 and has held it in 4 quarters since.
  • 896 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2020.

Based on Paul John Balson's 13F filing for Q4 2020, filed 17 Feb 2021.