Sunflower Bank Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Sunflower Bank Wealth 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
2019 Q2	–	Sell	-2,740	Closed	-$206K	–	135
2019 Q1	$206K	Buy	+2,740	New	+$198K	0.06%	127
2018 Q4	–	Sell	-2,965	Closed	-$232K	–	137
2018 Q3	$232K	Sell	2,965 -130	-4%	-$9.9K	0.07%	130
2018 Q2	$222K	Sell	3,095 -55,558	-95%	-$4.12M	0.06%	134
2018 Q1	$4.36M	Buy	58,653 +725	+1%	+$55.9K	1.2%	19
2017 Q4	$4.38M	Sell	57,928 -543	-0.9%	-$39.5K	1.18%	19
2017 Q3	$4.15M	Buy	58,471 +44,961	+333%	+$3.09M	1.5%	14
2017 Q2	$920K	Sell	13,510 -1,800	-12%	-$120K	0.31%	46
2017 Q1	$996K	Sell	15,310 -2,421	-14%	-$156K	0.34%	45
2016 Q4	$1.1M	Sell	17,731 -44,721	-72%	-$2.69M	0.39%	40
2016 Q3	$3.65M	Buy	+62,452	New	+$3.63M	1.33%	14

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Sunflower Bank Wealth Management's XLI Position: Q2 2019 in Review

Sunflower Bank Wealth Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2019, closing a stake of 2,740 shares — an estimated $206K sold.

Sunflower Bank Wealth Management first reported a position in XLI in Q3 2016 and held it in 10 quarters. The position peaked at $4.38M in Q4 2017. 670 funds tracked by Wall St. Rank hold XLI as of Q2 2019.

Sunflower Bank Wealth Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2019 after selling out during the quarter.
Sunflower Bank Wealth Management sold 2,740 State Street Industrial Select Sector SPDR ETF shares in Q2 2019, an estimated $206K.
Sunflower Bank Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2016 and held it in 10 quarters.
Sunflower Bank Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $4.38M in Q4 2017.
670 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2019.

Based on Sunflower Bank Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.