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Winslow Evans & Crocker’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$157K Buy
7,879
+1,492
+23% +$126K 0.03% 370
2020
Q3 		$492K Sell
6,387
-4,347
-40% -$325K 0.12% 165
2020
Q2 		$738K Buy
10,734
+4,926
+85% +$319K 0.2% 107
2020
Q1 		$344K Sell
5,808
-180
-3% -$13.6K 0.11% 184
2019
Q4 		$490K Sell
5,988
-932
-13% -$74.4K 0.12% 174
2019
Q3 		$538K Sell
6,920
-1,898
-22% -$146K 0.15% 147
2019
Q2 		$684K Sell
8,818
-1,854
-17% -$141K 0.19% 120
2019
Q1 		$802K Buy
10,672
+5,848
+121% +$423K 0.23% 97
2018
Q4 		$312K Buy
4,824
+488
+11% +$34.6K 0.1% 201
2018
Q3 		$342K Buy
4,336
+3,724
+608% +$284K 0.1% 193
2018
Q2 		$46K Sell
612
-6,928
-92% -$514K 0.01% 520
2018
Q1 		$560K Buy
7,540
+1,444
+24% +$111K 0.18% 124
2017
Q4 		$461K Sell
6,096
-1,426
-19% -$104K 0.15% 147
2017
Q3 		$534K Sell
7,522
-1,114
-13% -$76.6K 0.18% 128
2017
Q2 		$586K Buy
8,636
+904
+12% +$60.3K 0.16% 146
2017
Q1 		$503K Sell
7,732
-2,832
-27% -$183K 0.16% 140
2016
Q4 		$657K Buy
10,564
+578
+6% +$34.8K 0.2% 111
2016
Q3 		$583K Sell
9,986
-3,292
-25% -$191K 0.17% 132
2016
Q2 		$744K Buy
13,278
+110
+0.8% +$6.13K 0.22% 102
2016
Q1 		$730K Buy
13,168
+72
+0.5% +$3.72K 0.22% 100
2015
Q4 		$694K Buy
13,096
+10,530
+410% +$565K 0.2% 115
2015
Q3 		$128K Sell
2,566
-12,194
-83% -$642K 0.04% 349
2015
Q2 		$798K Buy
14,760
+12,194
+475% +$684K 0.23% 106
2015
Q1 		$143K Hold
2,566
– – 0.04% 351
2014
Q4 		$145K Sell
2,566
-250
-9% -$13.7K 0.04% 341
2014
Q3 		$150K Buy
2,816
+1,501
+114% +$80.5K 0.04% 347
2014
Q2 		$71.1K Buy
1,315
+15
+1% +$802 0.02% 437
2014
Q1 		$68K Buy
1,300
+585
+82% +$30.1K 0.02% 434
2013
Q4 		$37K Buy
+715
New +$35.1K 0.01% 566

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Winslow Evans & Crocker's XLI Position: Q4 2020 in Review

Winslow Evans & Crocker increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 23% in Q4 2020, buying an estimated $126K and bringing the position to 7,879 shares worth $157K. The position accounts for 0.03% of the portfolio, ranked #370.

Winslow Evans & Crocker first reported a position in XLI in Q4 2013 and has held it in 29 quarters since. The position peaked at $802K in Q1 2019. 896 funds tracked by Wall St. Rank hold XLI as of Q4 2020.

  • Winslow Evans & Crocker held 7,879 shares of State Street Industrial Select Sector SPDR ETF worth $157K as of Q4 2020.
  • Winslow Evans & Crocker bought 1,492 State Street Industrial Select Sector SPDR ETF shares in Q4 2020, an estimated $126K.
  • State Street Industrial Select Sector SPDR ETF made up 0.03% of Winslow Evans & Crocker's portfolio in Q4 2020, its #370 holding.
  • Winslow Evans & Crocker first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's State Street Industrial Select Sector SPDR ETF position peaked at $802K in Q1 2019.
  • 896 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.