Quantum Capital Management (California)’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Quantum Capital Management (California)’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 Q3	$65K	Hold	850	–	–	0.07%	152
2020 Q2	$58K	Hold	850	–	–	0.03%	215
2020 Q1	$50K	Hold	850	–	–	0.03%	220
2019 Q4	$69K	Hold	850	–	–	0.03%	231
2019 Q3	$66K	Buy	+850	New	+$65.2K	0.03%	240

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

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

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

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

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

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

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

Quantum Capital Management (California)'s XLI Position: Q3 2020 in Review

Quantum Capital Management (California) held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q3 2020 at 850 shares worth $65K. The position accounts for 0.07% of the portfolio, ranked #152.

Quantum Capital Management (California) first reported a position in XLI in Q3 2019 and has held it in 5 quarters since. The position peaked at $69K in Q4 2019. 750 funds tracked by Wall St. Rank hold XLI as of Q3 2020.

Quantum Capital Management (California) held 850 shares of State Street Industrial Select Sector SPDR ETF worth $65K as of Q3 2020.
Quantum Capital Management (California) left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q3 2020.
State Street Industrial Select Sector SPDR ETF made up 0.07% of Quantum Capital Management (California)'s portfolio in Q3 2020, its #152 holding.
Quantum Capital Management (California) first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2019 and has held it in 5 quarters since.
Quantum Capital Management (California)'s State Street Industrial Select Sector SPDR ETF position peaked at $69K in Q4 2019.
750 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2020.

Based on Quantum Capital Management (California)'s 13F filing for Q3 2020, filed 16 Nov 2020.