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

Torch 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 Q4	$744K	Hold	9,142	–	–	0.41%	65
2019 Q3	$710K	Sell	9,142 -200	-2%	-$15.3K	0.42%	65
2019 Q2	$723K	Sell	9,342 -500	-5%	-$38K	0.43%	65
2019 Q1	$738K	Buy	9,842 +826	+9%	+$59.8K	0.46%	63
2018 Q4	$581K	Sell	9,016 -400	-4%	-$28.3K	0.42%	61
2018 Q3	$738K	Sell	9,416 -25	-0.3%	-$1.91K	0.44%	63
2018 Q2	$676K	Buy	9,441 +50	+0.5%	+$3.71K	0.43%	64
2018 Q1	$698K	Buy	9,391 +215	+2%	+$16.6K	0.45%	65
2017 Q4	$694K	Buy	9,176 +2,046	+29%	+$149K	0.42%	65
2017 Q3	$506K	Hold	7,130	–	–	0.33%	67
2017 Q2	$486K	Hold	7,130	–	–	0.34%	66
2017 Q1	$464K	Buy	7,130 +1,075	+18%	+$69.5K	0.31%	71
2016 Q4	$377K	Hold	6,055	–	–	0.27%	77
2016 Q3	$353K	Buy	6,055 +250	+4%	+$14.5K	0.26%	77
2016 Q2	$325K	Hold	5,805	–	–	0.24%	82
2016 Q1	$322K	Hold	5,805	–	–	0.24%	75
2015 Q4	$308K	Hold	5,805	–	–	0.23%	82
2015 Q3	$290K	Sell	5,805 -690	-11%	-$36.3K	0.22%	79
2015 Q2	$351K	Buy	6,495 +100	+2%	+$5.61K	0.24%	78
2015 Q1	$357K	Hold	6,395	–	–	0.28%	70
2014 Q4	$362K	Buy	6,395 +750	+13%	+$41.2K	0.28%	70
2014 Q3	$300K	Buy	5,645 +440	+8%	+$23.6K	0.22%	77
2014 Q2	$281K	Buy	5,205 +70	+1%	+$3.74K	0.19%	82
2014 Q1	$269K	Buy	5,135 +525	+11%	+$27K	0.19%	82
2013 Q4	$241K	Buy	+4,610	New	+$227K	0.18%	86

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

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

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

SGI

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Torch Wealth Management's XLI Position: Q4 2019 in Review

Torch Wealth Management held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q4 2019 at 9,142 shares worth $744K. The position accounts for 0.41% of the portfolio, ranked #65.

Torch Wealth Management first reported a position in XLI in Q4 2013 and has held it in 25 quarters since. 762 funds tracked by Wall St. Rank hold XLI as of Q4 2019.

Torch Wealth Management held 9,142 shares of State Street Industrial Select Sector SPDR ETF worth $744K as of Q4 2019.
Torch Wealth Management left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q4 2019.
State Street Industrial Select Sector SPDR ETF made up 0.41% of Torch Wealth Management's portfolio in Q4 2019, its #65 holding.
Torch Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2013 and has held it in 25 quarters since.
762 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.