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

Polaris Wealth 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
2020 Q4	–	Sell	-111,316	Closed	-$8.78M	–	213
2020 Q3	$8.78M	Buy	+111,316	New	+$8.33M	0.83%	40
2019 Q2	–	Sell	-164,634	Closed	-$12.6M	–	179
2019 Q1	$12.6M	Buy	+164,634	New	+$11.9M	0.95%	46

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Polaris Wealth Advisory Group's XLI Position: Q4 2020 in Review

Polaris Wealth Advisory Group sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2020, closing a stake of 111,316 shares — an estimated $8.78M sold.

Polaris Wealth Advisory Group first reported a position in XLI in Q1 2019 and held it in 2 quarters. The position peaked at $12.6M in Q1 2019. 896 funds tracked by Wall St. Rank hold XLI as of Q4 2020.

Polaris Wealth Advisory Group reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2020 after selling out during the quarter.
Polaris Wealth Advisory Group sold 111,316 State Street Industrial Select Sector SPDR ETF shares in Q4 2020, an estimated $8.78M.
Polaris Wealth Advisory Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2019 and held it in 2 quarters.
Polaris Wealth Advisory Group's State Street Industrial Select Sector SPDR ETF position peaked at $12.6M in Q1 2019.
896 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2020.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2020, filed 25 Jan 2021.