Wealthspire Advisors (Maryland)’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-267	Closed	-$20K	–	2082
2019 Q1	$20K	Hold	267	–	–	﹤0.01%	1287
2018 Q4	$17K	Hold	267	–	–	﹤0.01%	1282
2018 Q3	$21K	Hold	267	–	–	﹤0.01%	1295
2018 Q2	$19K	Buy	267 +34	+15%	+$2.52K	﹤0.01%	1334
2018 Q1	$17K	Sell	233 -224	-49%	-$17.3K	﹤0.01%	1356
2017 Q4	$35K	Hold	457	–	–	﹤0.01%	1150
2017 Q3	$32K	Hold	457	–	–	﹤0.01%	1138
2017 Q2	$31K	Buy	457 +123	+37%	+$8.21K	﹤0.01%	1119
2017 Q1	$22K	Sell	334 -1,016	-75%	-$65.7K	﹤0.01%	1059
2016 Q4	$84K	Buy	1,350 +1,240	+1,127%	+$74.7K	0.01%	638
2016 Q3	$6K	Hold	110	–	–	﹤0.01%	1366
2016 Q2	$6K	Hold	110	–	–	﹤0.01%	1317
2016 Q1	$6K	Hold	110	–	–	﹤0.01%	1316
2015 Q4	$6K	Buy	+110	New	+$5.9K	﹤0.01%	1323

Other funds holding XLI

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

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

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

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

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

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

SGI

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s XLI Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2019, closing a stake of 267 shares — an estimated $20K sold.

Wealthspire Advisors (Maryland) first reported a position in XLI in Q4 2015 and held it in 14 quarters. The position peaked at $84K in Q4 2016. 670 funds tracked by Wall St. Rank hold XLI as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 267 State Street Industrial Select Sector SPDR ETF shares in Q2 2019, an estimated $20K.
Wealthspire Advisors (Maryland) first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s State Street Industrial Select Sector SPDR ETF position peaked at $84K in Q4 2016.
670 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.