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

Stearns Financial Services 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 		$81K Buy
1,049
+288
+38% +$21.5K 0.01% 164
2020
Q2 		$52K Buy
761
+4
+0.5% +$259 0.01% 159
2020
Q1 		$45K Sell
757
-234
-24% -$17.6K 0.01% 154
2019
Q4 		$81K Sell
991
-75
-7% -$5.99K 0.01% 150
2019
Q3 		$83K Sell
1,066
-5,801
-84% -$445K 0.01% 144
2019
Q2 		$532K Sell
6,867
-1,916
-22% -$146K 0.1% 79
2019
Q1 		$659K Sell
8,783
-55,922
-86% -$4.05M 0.12% 76
2018
Q4 		$4.17M Buy
64,705
+3,598
+6% +$255K 0.85% 22
2018
Q3 		$4.79M Buy
61,107
+555
+0.9% +$42.3K 1.08% 17
2018
Q2 		$4.34M Buy
60,552
+467
+0.8% +$34.6K 1.08% 15
2018
Q1 		$4.46M Buy
60,085
+4,783
+9% +$369K 1.09% 16
2017
Q4 		$4.18M Buy
55,302
+724
+1% +$52.7K 1% 17
2017
Q3 		$3.88M Buy
54,578
+974
+2% +$67K 0.97% 17
2017
Q2 		$3.65M Buy
53,604
+2,777
+5% +$185K 0.88% 20
2017
Q1 		$3.31M Buy
+50,827
New +$3.28M 0.81% 22

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stearns Financial Services Group's XLI Position: Q3 2020 in Review

Stearns Financial Services Group increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 38% in Q3 2020, buying an estimated $21.5K and bringing the position to 1,049 shares worth $81K. The position accounts for 0.01% of the portfolio, ranked #164.

Stearns Financial Services Group first reported a position in XLI in Q1 2017 and has held it in 15 quarters since. The position peaked at $4.79M in Q3 2018. 750 funds tracked by Wall St. Rank hold XLI as of Q3 2020.

  • Stearns Financial Services Group held 1,049 shares of State Street Industrial Select Sector SPDR ETF worth $81K as of Q3 2020.
  • Stearns Financial Services Group bought 288 State Street Industrial Select Sector SPDR ETF shares in Q3 2020, an estimated $21.5K.
  • State Street Industrial Select Sector SPDR ETF made up 0.01% of Stearns Financial Services Group's portfolio in Q3 2020, its #164 holding.
  • Stearns Financial Services Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2017 and has held it in 15 quarters since.
  • Stearns Financial Services Group's State Street Industrial Select Sector SPDR ETF position peaked at $4.79M in Q3 2018.
  • 750 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.