Vickerman & Driscoll Financial Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Vickerman & Driscoll Financial 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 Q1	$4.4M	Buy	74,526 +13,929	+23%	+$1.05M	2.7%	14
2019 Q4	$4.94M	Buy	60,597 +982	+2%	+$78.4K	2.49%	14
2019 Q3	$4.63M	Buy	59,615 +220	+0.4%	+$16.9K	2.54%	12
2019 Q2	$4.6M	Sell	59,395 -1,091	-2%	-$83K	2.55%	13
2019 Q1	$4.54M	Sell	60,486 -30,103	-33%	-$2.18M	2.56%	13
2018 Q4	$5.83M	Sell	90,589 -1,594	-2%	-$113K	4.54%	6
2018 Q3	$7.23M	Sell	92,183 -954	-1%	-$72.7K	5.04%	6
2018 Q2	$6.67M	Sell	93,137 -19,835	-18%	-$1.47M	4.87%	7
2018 Q1	$8.39M	Sell	112,972 -5,549	-5%	-$428K	6.2%	2
2017 Q4	$8.97M	Buy	+118,521	New	+$8.62M	7.05%	1

Other funds holding XLI

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

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Vickerman & Driscoll Financial Advisors's XLI Position: Q1 2020 in Review

Vickerman & Driscoll Financial Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 23% in Q1 2020, buying an estimated $1.05M and bringing the position to 74,526 shares worth $4.4M. The position accounts for 2.7% of the portfolio, ranked #14.

Vickerman & Driscoll Financial Advisors first reported a position in XLI in Q4 2017 and has held it in 10 quarters since. The position peaked at $8.97M in Q4 2017. 676 funds tracked by Wall St. Rank hold XLI as of Q1 2020.

Vickerman & Driscoll Financial Advisors held 74,526 shares of State Street Industrial Select Sector SPDR ETF worth $4.4M as of Q1 2020.
Vickerman & Driscoll Financial Advisors bought 13,929 State Street Industrial Select Sector SPDR ETF shares in Q1 2020, an estimated $1.05M.
State Street Industrial Select Sector SPDR ETF made up 2.7% of Vickerman & Driscoll Financial Advisors's portfolio in Q1 2020, its #14 holding.
Vickerman & Driscoll Financial Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2017 and has held it in 10 quarters since.
Vickerman & Driscoll Financial Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $8.97M in Q4 2017.
676 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2020.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.