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

TradeWorx’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
2013
Q3 		– Sell
-5,292
Closed -$225K – 624
2013
Q2 		$225K Buy
+5,292
New +$225K 0.1% 357

Other funds holding XLI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EA
Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

TradeWorx's XLI Position: Q3 2013 in Review

TradeWorx sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2013, closing a stake of 5,292 shares — an estimated $225K sold.

TradeWorx first reported a position in XLI in Q2 2013 and held it in 1 quarter. The position peaked at $225K in Q2 2013. 310 funds tracked by Wall St. Rank hold XLI as of Q3 2013.

  • TradeWorx reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2013 after selling out during the quarter.
  • TradeWorx sold 5,292 State Street Industrial Select Sector SPDR ETF shares in Q3 2013, an estimated $225K.
  • TradeWorx first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and held it in 1 quarter.
  • TradeWorx's State Street Industrial Select Sector SPDR ETF position peaked at $225K in Q2 2013.
  • 310 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2013.

Based on TradeWorx's 13F filing for Q3 2013, filed 15 Nov 2013.