Peloton Wealth Strategists’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Peloton Wealth Strategists’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 Q2	–	Sell	-33,559	Closed	-$2.49M	–	65
2018 Q1	$2.49M	Buy	+33,559	New	+$2.59M	1.88%	26
2017 Q3	–	Sell	-35,928	Closed	-$2.45M	–	71
2017 Q2	$2.45M	Buy	+35,928	New	+$2.4M	1.9%	22
2016 Q4	–	Sell	-32,670	Closed	-$1.91M	–	77
2016 Q3	$1.91M	Buy	+32,670	New	+$1.9M	1.58%	27

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

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

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

Citigroup New York $303B AUM 53.02% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Peloton Wealth Strategists's XLI Position: Q2 2018 in Review

Peloton Wealth Strategists sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2018, closing a stake of 33,559 shares — an estimated $2.49M sold.

Peloton Wealth Strategists first reported a position in XLI in Q3 2016 and held it in 3 quarters. The position peaked at $2.49M in Q1 2018. 626 funds tracked by Wall St. Rank hold XLI as of Q2 2018.

Peloton Wealth Strategists reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2018 after selling out during the quarter.
Peloton Wealth Strategists sold 33,559 State Street Industrial Select Sector SPDR ETF shares in Q2 2018, an estimated $2.49M.
Peloton Wealth Strategists first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2016 and held it in 3 quarters.
Peloton Wealth Strategists's State Street Industrial Select Sector SPDR ETF position peaked at $2.49M in Q1 2018.
626 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2018.

Based on Peloton Wealth Strategists's 13F filing for Q2 2018, filed 15 Aug 2018.