PFS Investments’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

PFS Investments’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
2020 Q2	–	Sell	-58,796	Closed	-$3.47M	–	285
2020 Q1	$3.47M	Buy	+58,796	New	+$4.43M	0.15%	106
2019 Q1	–	Sell	-117,276	Closed	-$7.81M	–	147
2018 Q4	$7.81M	Buy	117,276 +62,866	+116%	+$4.46M	0.48%	53
2018 Q3	$4.27M	Buy	54,410 +7,450	+16%	+$568K	0.3%	59
2018 Q2	$3.46M	Buy	46,960 +14,465	+45%	+$1.07M	0.29%	60
2018 Q1	$2.38M	Buy	+32,495	New	+$2.5M	0.28%	62

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

PFS Investments's XLI Position: Q2 2020 in Review

PFS Investments sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2020, closing a stake of 58,796 shares — an estimated $3.47M sold.

PFS Investments first reported a position in XLI in Q1 2018 and held it in 5 quarters. The position peaked at $7.81M in Q4 2018. 690 funds tracked by Wall St. Rank hold XLI as of Q2 2020.

PFS Investments reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2020 after selling out during the quarter.
PFS Investments sold 58,796 State Street Industrial Select Sector SPDR ETF shares in Q2 2020, an estimated $3.47M.
PFS Investments first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2018 and held it in 5 quarters.
PFS Investments's State Street Industrial Select Sector SPDR ETF position peaked at $7.81M in Q4 2018.
690 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2020.

Based on PFS Investments's 13F filing for Q2 2020, filed 14 Aug 2020.