Tiedemann Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Tiedemann 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
2020 Q4	–	Sell	-3,082	Closed	-$237K	–	356
2020 Q3	$237K	Hold	3,082	–	–	0.01%	285
2020 Q2	$212K	Buy	+3,082	New	+$200K	0.01%	278
2020 Q1	–	Sell	-4,457	Closed	-$363K	–	328
2019 Q4	$363K	Buy	4,457 +122	+3%	+$9.74K	0.02%	229
2019 Q3	$337K	Buy	4,335 +400	+10%	+$30.7K	0.02%	248
2019 Q2	$304K	Hold	3,935	–	–	0.02%	238
2019 Q1	$296K	Hold	3,935	–	–	0.01%	360
2018 Q4	$254K	Hold	3,935	–	–	0.01%	362
2018 Q3	$308K	Hold	3,935	–	–	0.02%	256
2018 Q2	$282K	Buy	+3,935	New	+$292K	0.02%	259

Other funds holding XLI

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

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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Tiedemann Advisors's XLI Position: Q4 2020 in Review

Tiedemann Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2020, closing a stake of 3,082 shares — an estimated $237K sold.

Tiedemann Advisors first reported a position in XLI in Q2 2018 and held it in 9 quarters. The position peaked at $363K in Q4 2019. 896 funds tracked by Wall St. Rank hold XLI as of Q4 2020.

Tiedemann Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2020 after selling out during the quarter.
Tiedemann Advisors sold 3,082 State Street Industrial Select Sector SPDR ETF shares in Q4 2020, an estimated $237K.
Tiedemann Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2018 and held it in 9 quarters.
Tiedemann Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $363K in Q4 2019.
896 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2020.

Based on Tiedemann Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.