Retirement Design & Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Retirement Design & Management’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
2015 Q3	–	Sell	-48,563	Closed	-$2.63M	–	75
2015 Q2	$2.63M	Buy	48,563 +1,754	+4%	+$98.4K	2.26%	15
2015 Q1	$2.61M	Sell	46,809 -363	-0.8%	-$20.4K	2.27%	16
2014 Q4	$2.67M	Buy	+47,172	New	+$2.59M	2.02%	16

Other funds holding XLI

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

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

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

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

Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

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

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

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

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

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Retirement Design & Management's XLI Position: Q3 2015 in Review

Retirement Design & Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2015, closing a stake of 48,563 shares — an estimated $2.63M sold.

Retirement Design & Management first reported a position in XLI in Q4 2014 and held it in 3 quarters. The position peaked at $2.67M in Q4 2014. 369 funds tracked by Wall St. Rank hold XLI as of Q3 2015.

Retirement Design & Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2015 after selling out during the quarter.
Retirement Design & Management sold 48,563 State Street Industrial Select Sector SPDR ETF shares in Q3 2015, an estimated $2.63M.
Retirement Design & Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2014 and held it in 3 quarters.
Retirement Design & Management's State Street Industrial Select Sector SPDR ETF position peaked at $2.67M in Q4 2014.
369 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2015.

Based on Retirement Design & Management's 13F filing for Q3 2015, filed 9 Nov 2015.