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Whitney & Co’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Whitney & Co’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
Q1 		– Sell
-6,055
Closed -$441K – 114
2018
Q4 		$441K Buy
+6,055
New +$429K 0.11% 87

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Whitney & Co's XLI Position: Q1 2019 in Review

Whitney & Co sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2019, closing a stake of 6,055 shares — an estimated $441K sold.

Whitney & Co first reported a position in XLI in Q4 2018 and held it in 1 quarter. The position peaked at $441K in Q4 2018. 692 funds tracked by Wall St. Rank hold XLI as of Q1 2019.

  • Whitney & Co reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2019 after selling out during the quarter.
  • Whitney & Co sold 6,055 State Street Industrial Select Sector SPDR ETF shares in Q1 2019, an estimated $441K.
  • Whitney & Co first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2018 and held it in 1 quarter.
  • Whitney & Co's State Street Industrial Select Sector SPDR ETF position peaked at $441K in Q4 2018.
  • 692 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2019.

Based on Whitney & Co's 13F filing for Q1 2019, filed 6 May 2019.