Welch Capital Partners’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-38,593
Closed -$2.76M 38
2018
Q2
$2.76M Hold
38,593
0.95% 26
2018
Q1
$2.87M Buy
+38,593
New +$2.97M 0.99% 25

Other funds holding XLI

Welch Capital Partners's XLI Position: Q3 2018 in Review

Welch Capital Partners sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2018, closing a stake of 38,593 shares — an estimated $2.76M sold.

Welch Capital Partners first reported a position in XLI in Q1 2018 and held it in 2 quarters. The position peaked at $2.87M in Q1 2018. 622 funds tracked by Wall St. Rank hold XLI as of Q3 2018.

  • Welch Capital Partners reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2018 after selling out during the quarter.
  • Welch Capital Partners sold 38,593 State Street Industrial Select Sector SPDR ETF shares in Q3 2018, an estimated $2.76M.
  • Welch Capital Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2018 and held it in 2 quarters.
  • Welch Capital Partners's State Street Industrial Select Sector SPDR ETF position peaked at $2.87M in Q1 2018.
  • 622 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2018.

Based on Welch Capital Partners's 13F filing for Q3 2018, filed 23 Oct 2018.