Squar Milner Financial Services’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Squar Milner Financial Services’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 Q2	–	Sell	-66	Closed	-$3K	–	741
2020 Q1	$3K	Hold	66	–	–	﹤0.01%	653
2019 Q4	$5K	Buy	+66	New	+$5.27K	﹤0.01%	650
2019 Q3	–	Sell	-98	Closed	-$8K	–	735
2019 Q2	$8K	Hold	98	–	–	0.01%	544
2019 Q1	$7K	Hold	98	–	–	0.01%	609
2018 Q4	$6K	Hold	98	–	–	0.01%	541
2018 Q3	$8K	Sell	98 -240	-71%	-$18.3K	0.01%	547
2018 Q2	$24K	Buy	+338	New	+$25.1K	0.02%	454

Other funds holding XLI

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Squar Milner Financial Services's XLI Position: Q2 2020 in Review

Squar Milner Financial Services sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2020, closing a stake of 66 shares — an estimated $3K sold.

Squar Milner Financial Services first reported a position in XLI in Q2 2018 and held it in 7 quarters. The position peaked at $24K in Q2 2018. 690 funds tracked by Wall St. Rank hold XLI as of Q2 2020.

Squar Milner Financial Services reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 66 State Street Industrial Select Sector SPDR ETF shares in Q2 2020, an estimated $3K.
Squar Milner Financial Services first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's State Street Industrial Select Sector SPDR ETF position peaked at $24K in Q2 2018.
690 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.