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

TrueWealth LLC’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 Q2	$60K	Buy	867 +40	+5%	+$2.59K	0.03%	257
2020 Q1	$49K	Hold	827	–	–	0.02%	257
2019 Q4	$67K	Hold	827	–	–	0.03%	241
2019 Q3	$64K	Hold	827	–	–	0.03%	239
2019 Q2	$64K	Sell	827 -635	-43%	-$48.3K	0.03%	240
2019 Q1	$110K	Buy	1,462 +850	+139%	+$61.5K	0.05%	190
2018 Q4	$39K	Hold	612	–	–	0.02%	283
2018 Q3	$48K	Hold	612	–	–	0.02%	276
2018 Q2	$44K	Buy	612 +200	+49%	+$14.8K	0.02%	279
2018 Q1	$31K	Buy	+412	New	+$31.7K	0.02%	308

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

TrueWealth LLC's XLI Position: Q2 2020 in Review

TrueWealth LLC increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 4.8% in Q2 2020, buying an estimated $2.59K and bringing the position to 867 shares worth $60K. The position accounts for 0.03% of the portfolio, ranked #257.

TrueWealth LLC first reported a position in XLI in Q1 2018 and has held it in 10 quarters since. The position peaked at $110K in Q1 2019. 690 funds tracked by Wall St. Rank hold XLI as of Q2 2020.

TrueWealth LLC held 867 shares of State Street Industrial Select Sector SPDR ETF worth $60K as of Q2 2020.
TrueWealth LLC bought 40 State Street Industrial Select Sector SPDR ETF shares in Q2 2020, an estimated $2.59K.
State Street Industrial Select Sector SPDR ETF made up 0.03% of TrueWealth LLC's portfolio in Q2 2020, its #257 holding.
TrueWealth LLC first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2018 and has held it in 10 quarters since.
TrueWealth LLC's State Street Industrial Select Sector SPDR ETF position peaked at $110K in Q1 2019.
690 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.