Richard C. Young & Co’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Richard C. Young & Co’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 Q2	–	Sell	-40,338	Closed	-$2.38M	–	88
2020 Q1	$2.38M	Sell	40,338 -588	-1%	-$44.3K	0.46%	57
2019 Q4	$3.33M	Sell	40,926 -352	-0.9%	-$28.1K	0.56%	55
2019 Q3	$3.2M	Buy	+41,278	New	+$3.17M	0.58%	55

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

Richard C. Young & Co's XLI Position: Q2 2020 in Review

Richard C. Young & Co sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2020, closing a stake of 40,338 shares — an estimated $2.38M sold.

Richard C. Young & Co first reported a position in XLI in Q3 2019 and held it in 3 quarters. The position peaked at $3.33M in Q4 2019. 690 funds tracked by Wall St. Rank hold XLI as of Q2 2020.

Richard C. Young & Co reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2020 after selling out during the quarter.
Richard C. Young & Co sold 40,338 State Street Industrial Select Sector SPDR ETF shares in Q2 2020, an estimated $2.38M.
Richard C. Young & Co first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2019 and held it in 3 quarters.
Richard C. Young & Co's State Street Industrial Select Sector SPDR ETF position peaked at $3.33M in Q4 2019.
690 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2020.

Based on Richard C. Young & Co's 13F filing for Q2 2020, filed 13 Aug 2020.