Private Wealth Advisors (Pennsylvania)’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Private Wealth Advisors (Pennsylvania)’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	$266K	Sell	3,006 -453	-13%	-$38.2K	0.15%	98
2020 Q3	$266K	Sell	3,459 -636	-16%	-$47.6K	0.17%	86
2020 Q2	$281K	Sell	4,095 -330	-7%	-$21.4K	0.19%	83
2020 Q1	$276K	Sell	4,425 -1,037	-19%	-$78.1K	0.21%	79
2019 Q4	$451K	Sell	5,462 -9,977	-65%	-$796K	0.24%	85
2019 Q3	$1.2M	Sell	15,439 -40,552	-72%	-$3.11M	0.61%	49
2019 Q2	$4.33M	Hold	55,991	–	–	1.54%	19
2019 Q1	$4.2M	Sell	55,991 -1,530	-3%	-$111K	1.57%	18
2018 Q4	$3.71M	Sell	57,521 -716	-1%	-$50.7K	1.61%	18
2018 Q3	$4.57M	Sell	58,237 -574	-1%	-$43.7K	1.69%	15
2018 Q2	$4.21M	Buy	58,811 +200	+0.3%	+$14.8K	1.68%	16
2018 Q1	$4.35M	Sell	58,611 -1,852	-3%	-$143K	1.74%	12
2017 Q4	$4.58M	Sell	60,463 -723	-1%	-$52.6K	1.77%	12
2017 Q3	$4.34M	Sell	61,186 -88	-0.1%	-$6.05K	1.78%	14
2017 Q2	$4.17M	Sell	61,274 -477	-0.8%	-$31.8K	1.79%	16
2017 Q1	$4.02M	Sell	61,751 -2,533	-4%	-$164K	1.8%	15
2016 Q4	$4M	Sell	64,284 -1,338	-2%	-$80.6K	1.86%	15
2016 Q3	$3.83M	Buy	65,622 +262	+0.4%	+$15.2K	1.82%	17
2016 Q2	$3.66M	Sell	65,360 -111	-0.2%	-$6.19K	1.8%	17
2016 Q1	$3.63M	Sell	65,471 -1,000	-2%	-$51.7K	1.93%	13
2015 Q4	$3.52M	Buy	66,471 +24,736	+59%	+$1.33M	1.98%	13
2015 Q3	$2.08M	Sell	41,735 -1,417	-3%	-$74.6K	1.04%	30
2015 Q2	$2.33M	Sell	43,152 -1,786	-4%	-$100K	1.06%	33
2015 Q1	$2.51M	Sell	44,938 -1,723	-4%	-$97K	1.17%	30
2014 Q4	$2.64M	Buy	46,661 +864	+2%	+$47.5K	1.28%	28
2014 Q3	$2.43M	Sell	45,797 -1,124	-2%	-$60.3K	1.28%	23
2014 Q2	$2.54M	Buy	46,921 +26	+0.1%	+$1.39K	1.3%	23
2014 Q1	$2.45M	Sell	46,895 -66	-0.1%	-$3.39K	1.34%	22
2013 Q4	$2.45M	Sell	46,961 -1,344	-3%	-$66.1K	1.34%	21
2013 Q3	$2.24M	Buy	48,305 +493	+1%	+$22.3K	1.32%	24
2013 Q2	$2.04M	Buy	+47,812	New	+$2.03M	1.27%	23

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

Private Wealth Advisors (Pennsylvania)'s XLI Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 13% in Q4 2020, selling an estimated $38.2K and leaving 3,006 shares worth $266K. The position accounts for 0.15% of the portfolio, ranked #98.

Private Wealth Advisors (Pennsylvania) first reported a position in XLI in Q2 2013 and has held it in 31 quarters since. The position peaked at $4.58M in Q4 2017. 896 funds tracked by Wall St. Rank hold XLI as of Q4 2020.

Private Wealth Advisors (Pennsylvania) held 3,006 shares of State Street Industrial Select Sector SPDR ETF worth $266K as of Q4 2020.
Private Wealth Advisors (Pennsylvania) sold 453 State Street Industrial Select Sector SPDR ETF shares in Q4 2020, an estimated $38.2K.
State Street Industrial Select Sector SPDR ETF made up 0.15% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #98 holding.
Private Wealth Advisors (Pennsylvania) first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and has held it in 31 quarters since.
Private Wealth Advisors (Pennsylvania)'s State Street Industrial Select Sector SPDR ETF position peaked at $4.58M in Q4 2017.
896 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.