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Secrest Blakey & Associates’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Secrest Blakey & Associates’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
2018
Q2 		– Sell
-4,659
Closed -$346K – 111
2018
Q1 		$346K Sell
4,659
-284
-6% -$21.9K 0.3% 79
2017
Q4 		$374K Buy
+4,943
New +$360K 0.3% 75

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Secrest Blakey & Associates's XLI Position: Q2 2018 in Review

Secrest Blakey & Associates sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2018, closing a stake of 4,659 shares — an estimated $346K sold.

Secrest Blakey & Associates first reported a position in XLI in Q4 2017 and held it in 2 quarters. The position peaked at $374K in Q4 2017. 627 funds tracked by Wall St. Rank hold XLI as of Q2 2018.

  • Secrest Blakey & Associates reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2018 after selling out during the quarter.
  • Secrest Blakey & Associates sold 4,659 State Street Industrial Select Sector SPDR ETF shares in Q2 2018, an estimated $346K.
  • Secrest Blakey & Associates first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2017 and held it in 2 quarters.
  • Secrest Blakey & Associates's State Street Industrial Select Sector SPDR ETF position peaked at $374K in Q4 2017.
  • 627 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2018.

Based on Secrest Blakey & Associates's 13F filing for Q2 2018, filed 2 Aug 2018.