Summit Financial Wealth Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Summit Financial Wealth Advisors’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
2015 Q3	–	Sell	-3,425	Closed	-$185K	–	259
2015 Q2	$185K	Hold	3,425	–	–	0.11%	88
2015 Q1	$194K	Sell	3,425 -350	-9%	-$19.7K	0.13%	71
2014 Q4	$214K	Buy	+3,775	New	+$207K	0.15%	65

Other funds holding XLI

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

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

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

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

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

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Summit Financial Wealth Advisors's XLI Position: Q3 2015 in Review

Summit Financial Wealth Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2015, closing a stake of 3,425 shares — an estimated $185K sold.

Summit Financial Wealth Advisors first reported a position in XLI in Q4 2014 and held it in 3 quarters. The position peaked at $214K in Q4 2014. 369 funds tracked by Wall St. Rank hold XLI as of Q3 2015.

Summit Financial Wealth Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2015 after selling out during the quarter.
Summit Financial Wealth Advisors sold 3,425 State Street Industrial Select Sector SPDR ETF shares in Q3 2015, an estimated $185K.
Summit Financial Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2014 and held it in 3 quarters.
Summit Financial Wealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $214K in Q4 2014.
369 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2015, filed 19 Oct 2015.