Pinnacle Advisory Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Pinnacle Advisory Group’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
2021 Q1	$66.9M	Buy	679,473 +129,666	+24%	+$11.9M	3.08%	8
2020 Q4	$48.7M	Sell	549,807 -641	-0.1%	-$54K	2.94%	10
2020 Q3	$42.4M	Buy	550,448 +150,197	+38%	+$11.2M	2.82%	12
2020 Q2	$27.5M	Buy	400,251 +165,466	+70%	+$10.7M	1.91%	17
2020 Q1	$13.9M	Sell	234,785 -282,276	-55%	-$21.3M	1.33%	24
2019 Q4	$42.1M	Buy	517,061 +316,740	+158%	+$25.3M	2.84%	13
2019 Q3	$15.6M	Sell	200,321 -14,256	-7%	-$1.09M	1.08%	26
2019 Q2	$16.6M	Sell	214,577 -5,464	-2%	-$415K	1.15%	28
2019 Q1	$16.5M	Sell	220,041 -179,941	-45%	-$13M	1.16%	25
2018 Q4	$25.8M	Sell	399,982 -20,989	-5%	-$1.49M	1.93%	17
2018 Q3	$33M	Sell	420,971 -552,134	-57%	-$42.1M	2.27%	15
2018 Q2	$69.7M	Sell	973,105 -604,849	-38%	-$44.9M	4.2%	7
2018 Q1	$117M	Buy	1,577,954 +32,753	+2%	+$2.52M	6.97%	3
2017 Q4	$117M	Buy	1,545,201 +261,047	+20%	+$19M	6.81%	3
2017 Q3	$91.2M	Buy	1,284,154 +149,171	+13%	+$10.3M	5.62%	4
2017 Q2	$77.3M	Buy	1,134,983 +17,934	+2%	+$1.2M	4.91%	4
2017 Q1	$72.7M	Sell	1,117,049 -48,883	-4%	-$3.16M	4.75%	5
2016 Q4	$72.5M	Sell	1,165,932 -13,860	-1%	-$835K	4.91%	4
2016 Q3	$67.4M	Buy	1,179,792 +605,139	+105%	+$35.1M	5.64%	8
2016 Q2	$32.2M	Sell	574,653 -14,433	-2%	-$805K	2.48%	14
2016 Q1	$32.7M	Buy	589,086 +10,205	+2%	+$528K	3.11%	11
2015 Q4	$30.7M	Buy	578,881 +41,522	+8%	+$2.23M	2.76%	14
2015 Q3	$26.8M	Buy	537,359 +45,082	+9%	+$2.37M	2.86%	14
2015 Q2	$26.6M	Sell	492,277 -37,437	-7%	-$2.1M	2.59%	15
2015 Q1	$29.5M	Sell	529,714 -270,583	-34%	-$15.2M	2.64%	14
2014 Q4	$45.3M	Buy	800,297 +44,125	+6%	+$2.42M	4.1%	7
2014 Q3	$40.2M	Buy	756,172 +21,048	+3%	+$1.13M	5.15%	7
2014 Q2	$39.7M	Buy	735,124 +31,484	+4%	+$1.68M	4.66%	8
2014 Q1	$36.8M	Sell	703,640 -847,328	-55%	-$43.5M	3.67%	10
2013 Q4	$81.1M	Buy	1,550,968 +33,972	+2%	+$1.67M	9.59%	2
2013 Q3	$70.4M	Sell	1,516,996 -89,278	-6%	-$4.04M	8.23%	2
2013 Q2	$68.5M	Buy	+1,606,274	New	+$68.2M	9.1%	1

Other funds holding XLI

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Pinnacle Advisory Group's XLI Position: Q1 2021 in Review

Pinnacle Advisory Group increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 24% in Q1 2021, buying an estimated $11.9M and bringing the position to 679,473 shares worth $66.9M. The position accounts for 3.08% of the portfolio, ranked #8.

Pinnacle Advisory Group first reported a position in XLI in Q2 2013 and has held it in 32 quarters since. The position peaked at $117M in Q1 2018. 962 funds tracked by Wall St. Rank hold XLI as of Q1 2021.

Pinnacle Advisory Group held 679,473 shares of State Street Industrial Select Sector SPDR ETF worth $66.9M as of Q1 2021.
Pinnacle Advisory Group bought 129,666 State Street Industrial Select Sector SPDR ETF shares in Q1 2021, an estimated $11.9M.
State Street Industrial Select Sector SPDR ETF made up 3.08% of Pinnacle Advisory Group's portfolio in Q1 2021, its #8 holding.
Pinnacle Advisory Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and has held it in 32 quarters since.
Pinnacle Advisory Group's State Street Industrial Select Sector SPDR ETF position peaked at $117M in Q1 2018.
962 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.