Wilbanks Smith & Thomas Asset Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Wilbanks Smith & Thomas Asset Management’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	-3,094	Closed	-$232K	–	441
2019 Q1	$232K	Buy	+3,094	New	+$224K	0.02%	362
2017 Q3	–	Sell	-7,095	Closed	-$483K	–	355
2017 Q2	$483K	Buy	+7,095	New	+$474K	0.04%	185
2017 Q1	–	Sell	-5,240	Closed	-$326K	–	344
2016 Q4	$326K	Buy	+5,240	New	+$316K	0.03%	207

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

Wilbanks Smith & Thomas Asset Management's XLI Position: Q2 2019 in Review

Wilbanks Smith & Thomas Asset Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2019, closing a stake of 3,094 shares — an estimated $232K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in XLI in Q4 2016 and held it in 3 quarters. The position peaked at $483K in Q2 2017. 670 funds tracked by Wall St. Rank hold XLI as of Q2 2019.

Wilbanks Smith & Thomas Asset Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2019 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 3,094 State Street Industrial Select Sector SPDR ETF shares in Q2 2019, an estimated $232K.
Wilbanks Smith & Thomas Asset Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2016 and held it in 3 quarters.
Wilbanks Smith & Thomas Asset Management's State Street Industrial Select Sector SPDR ETF position peaked at $483K in Q2 2017.
670 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2019.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q2 2019, filed 7 Aug 2019.