Smith & Howard Wealth Management’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
2014
Q1
– Sell
-465
Closed -$24K – 219
2013
Q4
$24K Buy
465
+15
+3% +$737 0.01% 150
2013
Q3
$21K Buy
450
+25
+6% +$1.13K 0.01% 154
2013
Q2
$18K Buy
+425
New +$18K 0.01% 141

Other funds holding XLI

Smith & Howard Wealth Management's XLI Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2014, closing a stake of 465 shares — an estimated $24K sold.

Smith & Howard Wealth Management first reported a position in XLI in Q2 2013 and held it in 3 quarters. The position peaked at $24K in Q4 2013. 363 funds tracked by Wall St. Rank hold XLI as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 465 State Street Industrial Select Sector SPDR ETF shares in Q1 2014, an estimated $24K.
  • Smith & Howard Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and held it in 3 quarters.
  • Smith & Howard Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $24K in Q4 2013.
  • 363 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.