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Sowa Financial Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Sowa Financial Group’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
Q3 		– Sell
-61
Closed -$4K – 347
2020
Q2 		$4K Hold
61
– – ﹤0.01% 289
2020
Q1 		$4K Hold
61
– – ﹤0.01% 276
2019
Q4 		$5K Buy
+61
New +$4.87K ﹤0.01% 273

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sowa Financial Group's XLI Position: Q3 2020 in Review

Sowa Financial Group sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2020, closing a stake of 61 shares — an estimated $4K sold.

Sowa Financial Group first reported a position in XLI in Q4 2019 and held it in 3 quarters. The position peaked at $5K in Q4 2019. 750 funds tracked by Wall St. Rank hold XLI as of Q3 2020.

  • Sowa Financial Group reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2020 after selling out during the quarter.
  • Sowa Financial Group sold 61 State Street Industrial Select Sector SPDR ETF shares in Q3 2020, an estimated $4K.
  • Sowa Financial Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2019 and held it in 3 quarters.
  • Sowa Financial Group's State Street Industrial Select Sector SPDR ETF position peaked at $5K in Q4 2019.
  • 750 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2020.

Based on Sowa Financial Group's 13F filing for Q3 2020, filed 6 Oct 2020.