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Ullmann Wealth Partners Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Ullmann Wealth Partners Group’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
2017
Q3 		– Sell
-595
Closed -$40K – 144
2017
Q2 		$40K Sell
595
-30
-5% -$2K 0.03% 95
2017
Q1 		$40K Buy
+625
New +$40.4K 0.03% 86

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
QIM
Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ullmann Wealth Partners Group's XLI Position: Q3 2017 in Review

Ullmann Wealth Partners Group sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2017, closing a stake of 595 shares — an estimated $40K sold.

Ullmann Wealth Partners Group first reported a position in XLI in Q1 2017 and held it in 2 quarters. The position peaked at $40K in Q2 2017. 560 funds tracked by Wall St. Rank hold XLI as of Q3 2017.

  • Ullmann Wealth Partners Group reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2017 after selling out during the quarter.
  • Ullmann Wealth Partners Group sold 595 State Street Industrial Select Sector SPDR ETF shares in Q3 2017, an estimated $40K.
  • Ullmann Wealth Partners Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2017 and held it in 2 quarters.
  • Ullmann Wealth Partners Group's State Street Industrial Select Sector SPDR ETF position peaked at $40K in Q2 2017.
  • 560 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2017.

Based on Ullmann Wealth Partners Group's 13F filing for Q3 2017, filed 14 Nov 2017.