Sage Advisory Services’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-79,358
Closed -$4.68M 56
2020
Q1
$4.68M Buy
+79,358
New +$5.98M 1.8% 19
2019
Q2
Sell
-168,702
Closed -$12.7M 64
2019
Q1
$12.7M Sell
168,702
-248,439
-60% -$18M 1.21% 23
2018
Q4
$26.9M Buy
417,141
+130,870
+46% +$9.27M 2.81% 14
2018
Q3
$22.4M Sell
286,271
-6,392
-2% -$487K 2.14% 16
2018
Q2
$21M Buy
292,663
+409
+0.1% +$30.3K 2.07% 17
2018
Q1
$21.7M Buy
+292,254
New +$22.5M 2.18% 14

Other funds holding XLI

Sage Advisory Services's XLI Position: Q2 2020 in Review

Sage Advisory Services sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2020, closing a stake of 79,358 shares — an estimated $4.68M sold.

Sage Advisory Services first reported a position in XLI in Q1 2018 and held it in 6 quarters. The position peaked at $26.9M in Q4 2018. 690 funds tracked by Wall St. Rank hold XLI as of Q2 2020.

  • Sage Advisory Services reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2020 after selling out during the quarter.
  • Sage Advisory Services sold 79,358 State Street Industrial Select Sector SPDR ETF shares in Q2 2020, an estimated $4.68M.
  • Sage Advisory Services first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2018 and held it in 6 quarters.
  • Sage Advisory Services's State Street Industrial Select Sector SPDR ETF position peaked at $26.9M in Q4 2018.
  • 690 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2020.

Based on Sage Advisory Services's 13F filing for Q2 2020, filed 28 Jul 2020.