Stellar Capital Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Stellar Capital Management’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	$277K	Buy	4,031 +5	+0.1%	+$324	0.19%	69
2020 Q1	$238K	Buy	4,026 +220	+6%	+$16.6K	0.2%	70
2019 Q4	$310K	Sell	3,806 -95	-2%	-$7.58K	0.18%	72
2019 Q3	$303K	Sell	3,901 -25	-0.6%	-$1.92K	0.2%	71
2019 Q2	$295K	Hold	3,926	–	–	0.19%	74
2019 Q1	$295K	Buy	3,926 +285	+8%	+$20.6K	0.19%	74
2018 Q4	$235K	Sell	3,641 -65	-2%	-$4.61K	0.18%	75
2018 Q3	$291K	Buy	3,706 +283	+8%	+$21.6K	0.19%	72
2018 Q2	$245K	Buy	3,423 +467	+16%	+$34.6K	0.16%	74
2018 Q1	$220K	Sell	2,956 -100	-3%	-$7.71K	0.14%	78
2017 Q4	$231K	Buy	3,056 +239	+8%	+$17.4K	0.15%	74
2017 Q3	$200K	Buy	+2,817	New	+$194K	0.14%	74

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

Stellar Capital Management's XLI Position: Q2 2020 in Review

Stellar Capital Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.12% in Q2 2020, buying an estimated $324 and bringing the position to 4,031 shares worth $277K. The position accounts for 0.19% of the portfolio, ranked #69.

Stellar Capital Management first reported a position in XLI in Q3 2017 and has held it in 12 quarters since. The position peaked at $310K in Q4 2019. 690 funds tracked by Wall St. Rank hold XLI as of Q2 2020.

Stellar Capital Management held 4,031 shares of State Street Industrial Select Sector SPDR ETF worth $277K as of Q2 2020.
Stellar Capital Management bought 5 State Street Industrial Select Sector SPDR ETF shares in Q2 2020, an estimated $324.
State Street Industrial Select Sector SPDR ETF made up 0.19% of Stellar Capital Management's portfolio in Q2 2020, its #69 holding.
Stellar Capital Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2017 and has held it in 12 quarters since.
Stellar Capital Management's State Street Industrial Select Sector SPDR ETF position peaked at $310K in Q4 2019.
690 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2020.

Based on Stellar Capital Management's 13F filing for Q2 2020, filed 17 Aug 2020.