Winthrop Partners - WNY’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Winthrop Partners - WNY’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 Q3	$7.76K	Hold	100	–	–	0.01%	258
2019 Q2	$7.74K	Hold	100	–	–	0.01%	202
2019 Q1	$7.66K	Hold	100	–	–	0.01%	203
2018 Q4	$6.44K	Buy	+100	New	+$7.09K	0.01%	216
2018 Q3	–	Sell	-100	Closed	-$7.16K	–	302
2018 Q2	$7.16K	Hold	100	–	–	0.01%	272
2018 Q1	$7.25K	Buy	+100	New	+$7.71K	0.01%	362

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Winthrop Partners - WNY's XLI Position: Q3 2019 in Review

Winthrop Partners - WNY held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q3 2019 at 100 shares worth $7.76K. The position accounts for 0.01% of the portfolio, ranked #258.

Winthrop Partners - WNY first reported a position in XLI in Q1 2018 and has held it in 6 quarters since. 668 funds tracked by Wall St. Rank hold XLI as of Q3 2019.

Winthrop Partners - WNY held 100 shares of State Street Industrial Select Sector SPDR ETF worth $7.76K as of Q3 2019.
Winthrop Partners - WNY left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q3 2019.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Winthrop Partners - WNY's portfolio in Q3 2019, its #258 holding.
Winthrop Partners - WNY first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2018 and has held it in 6 quarters since.
668 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2019.

Based on Winthrop Partners - WNY's 13F filing for Q3 2019, filed 28 Oct 2019.