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Sun Life Financial’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Sun Life Financial’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
2018
Q4 		– Sell
-53,017
Closed -$4.16M – 627
2018
Q3 		$4.16M Sell
53,017
-25,347
-32% -$1.93M 0.75% 18
2018
Q2 		$5.61M Buy
78,364
+70,720
+925% +$5.24M 0.8% 18
2018
Q1 		$103K Sell
7,644
-135,903
-95% -$10.5M 0.92% 16
2017
Q4 		$10.9M Hold
143,547
– – 1.11% 14
2017
Q3 		$10.2M Sell
143,547
-76,200
-35% -$5.24M 1.01% 15
2017
Q2 		$15M Buy
219,747
+195,575
+809% +$13.1M 1.6% 12
2017
Q1 		$372K Buy
24,172
+643
+3% +$41.6K 0.81% 21
2016
Q4 		$378K Sell
23,529
-331,639
-93% -$20M 4.23% 8
2016
Q3 		$20.7M Buy
355,168
+16,807
+5% +$976K 2.58% 11
2016
Q2 		$18.9M Sell
338,361
-26,690
-7% -$1.49M 2.24% 11
2016
Q1 		$20.2K Buy
365,051
+14,482
+4% +$749K 0.04% 52
2015
Q4 		$18.6M Buy
350,569
+99,199
+39% +$5.32M 2.54% 11
2015
Q3 		$12.5M Hold
251,370
– – 2.68% 10
2015
Q2 		$13.6M Hold
251,370
– – 1.45% 15
2015
Q1 		$14M Buy
251,370
+40,599
+19% +$2.29M 1.45% 15
2014
Q4 		$11.9M Hold
210,771
– – 1.25% 14
2014
Q3 		$11.2M Hold
210,771
– – 1.18% 15
2014
Q2 		$11.4M Sell
210,771
-34,573
-14% -$1.85M 1.18% 14
2014
Q1 		$12.8M Buy
245,344
+16,380
+7% +$841K 1.29% 12
2013
Q4 		$12M Buy
228,964
+178,148
+351% +$8.76M 1.06% 17
2013
Q3 		$2.36M Buy
+50,816
New +$2.3M 0.21% 86

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Sun Life Financial's XLI Position: Q4 2018 in Review

Sun Life Financial sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2018, closing a stake of 53,017 shares — an estimated $4.16M sold.

Sun Life Financial first reported a position in XLI in Q3 2013 and held it in 21 quarters. The position peaked at $20.7M in Q3 2016. 663 funds tracked by Wall St. Rank hold XLI as of Q4 2018.

  • Sun Life Financial reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
  • Sun Life Financial sold 53,017 State Street Industrial Select Sector SPDR ETF shares in Q4 2018, an estimated $4.16M.
  • Sun Life Financial first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2013 and held it in 21 quarters.
  • Sun Life Financial's State Street Industrial Select Sector SPDR ETF position peaked at $20.7M in Q3 2016.
  • 663 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2018.

Based on Sun Life Financial's 13F filing for Q4 2018, filed 6 Feb 2019.