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

WFG 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
2017 Q2	$708K	Buy	10,388 +3,282	+46%	+$219K	0.16%	153
2017 Q1	$462K	Sell	7,106 -467	-6%	-$30.2K	0.12%	184
2016 Q4	$471K	Buy	7,573 +6,209	+455%	+$374K	0.12%	212
2016 Q3	$80K	Buy	1,364 +114	+9%	+$6.62K	0.02%	583
2016 Q2	$70K	Buy	1,250 +54	+5%	+$3.01K	0.02%	602
2016 Q1	$66K	Buy	1,196 +42	+4%	+$2.17K	0.02%	592
2015 Q4	$61K	Buy	1,154 +167	+17%	+$8.96K	0.02%	613
2015 Q3	$49K	Sell	987 -630	-39%	-$33.2K	0.02%	646
2015 Q2	$87K	Buy	1,617 +584	+57%	+$32.8K	0.02%	573
2015 Q1	$58K	Sell	1,033 -212	-17%	-$11.9K	0.02%	688
2014 Q4	$70K	Sell	1,245 -401	-24%	-$22K	0.01%	762
2014 Q3	$87K	Sell	1,646 -536	-25%	-$28.8K	0.02%	715
2014 Q2	$118K	Sell	2,182 -1,223	-36%	-$65.4K	0.02%	599
2014 Q1	$178K	Sell	3,405 -24,669	-88%	-$1.27M	0.04%	464
2013 Q4	$1.47M	Buy	28,074 +10,450	+59%	+$514K	0.21%	122
2013 Q3	$818K	Buy	17,624 +16,782	+1,993%	+$759K	0.13%	190
2013 Q2	$36K	Buy	+842	New	+$35.7K	0.01%	1012

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

HCM

Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

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

WFG Advisors's XLI Position: Q2 2017 in Review

WFG Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 46% in Q2 2017, buying an estimated $219K and bringing the position to 10,388 shares worth $708K. The position accounts for 0.16% of the portfolio, ranked #153.

WFG Advisors first reported a position in XLI in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.47M in Q4 2013. 547 funds tracked by Wall St. Rank hold XLI as of Q2 2017.

WFG Advisors held 10,388 shares of State Street Industrial Select Sector SPDR ETF worth $708K as of Q2 2017.
WFG Advisors bought 3,282 State Street Industrial Select Sector SPDR ETF shares in Q2 2017, an estimated $219K.
State Street Industrial Select Sector SPDR ETF made up 0.16% of WFG Advisors's portfolio in Q2 2017, its #153 holding.
WFG Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $1.47M in Q4 2013.
547 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.