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Winchester Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Winchester Group’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
2013
Q3 		$593K Hold
12,800
– – 0.13% 137
2013
Q2 		$545K Buy
+12,800
New +$543K 0.12% 144

Other funds holding XLI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EA
Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Winchester Group's XLI Position: Q3 2013 in Review

Winchester Group held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q3 2013 at 12,800 shares worth $593K. The position accounts for 0.13% of the portfolio, ranked #137.

Winchester Group first reported a position in XLI in Q2 2013 and has held it in 2 quarters since. 310 funds tracked by Wall St. Rank hold XLI as of Q3 2013.

  • Winchester Group held 12,800 shares of State Street Industrial Select Sector SPDR ETF worth $593K as of Q3 2013.
  • Winchester Group left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q3 2013.
  • State Street Industrial Select Sector SPDR ETF made up 0.13% of Winchester Group's portfolio in Q3 2013, its #137 holding.
  • Winchester Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and has held it in 2 quarters since.
  • 310 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2013.

Based on Winchester Group's 13F filing for Q3 2013, filed 16 Oct 2013.