Seneca House Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Seneca House Advisors’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 Q1	–	Sell	-7,356	Closed	-$599K	–	85
2019 Q4	$599K	Sell	7,356 -3,476	-32%	-$277K	0.52%	50
2019 Q3	$841K	Sell	10,832 -1,648	-13%	-$126K	0.8%	38
2019 Q2	$960K	Sell	12,480 -605	-5%	-$46K	0.88%	32
2019 Q1	$982K	Sell	13,085 -26	-0.2%	-$1.88K	0.85%	35
2018 Q4	$844K	Sell	13,111 -379	-3%	-$26.9K	0.79%	38
2018 Q3	$1.06M	Sell	13,490 -848	-6%	-$64.6K	0.83%	32
2018 Q2	$1.03M	Buy	14,338 +284	+2%	+$21.1K	0.83%	34
2018 Q1	$1.04M	Buy	14,054 +76	+0.5%	+$5.86K	0.87%	35
2017 Q4	$1.06M	Buy	+13,978	New	+$1.02M	0.91%	34

Other funds holding XLI

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

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

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

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

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

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

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

SGI

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

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Seneca House Advisors's XLI Position: Q1 2020 in Review

Seneca House Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2020, closing a stake of 7,356 shares — an estimated $599K sold.

Seneca House Advisors first reported a position in XLI in Q4 2017 and held it in 9 quarters. The position peaked at $1.06M in Q3 2018. 676 funds tracked by Wall St. Rank hold XLI as of Q1 2020.

Seneca House Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Seneca House Advisors sold 7,356 State Street Industrial Select Sector SPDR ETF shares in Q1 2020, an estimated $599K.
Seneca House Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2017 and held it in 9 quarters.
Seneca House Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $1.06M in Q3 2018.
676 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2020.

Based on Seneca House Advisors's 13F filing for Q1 2020, filed 9 Apr 2020.