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

WealthShield’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 Q4	$232K	Buy	+3,049	New	+$222K	0.14%	120

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SGI

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Mizuho Bank Tokyo, Japan $467M AUM 24.01% 1-Year Est. Return

WealthShield's XLI Position: Q4 2017 in Review

WealthShield opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2017: 3,049 shares worth $232K. The stake represents 0.14% of the portfolio and ranks #120 among its holdings.

628 funds tracked by Wall St. Rank hold XLI as of Q4 2017.

WealthShield held 3,049 shares of State Street Industrial Select Sector SPDR ETF worth $232K as of Q4 2017.
State Street Industrial Select Sector SPDR ETF was a new WealthShield position in Q4 2017.
State Street Industrial Select Sector SPDR ETF made up 0.14% of WealthShield's portfolio in Q4 2017, its #120 holding.
628 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.