5th Street Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

5th Street Advisors’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
2024 Q1	–	Sell	-43,074	Closed	-$4.91M	–	34
2023 Q4	$4.91M	Sell	43,074 -4,120	-9%	-$432K	3.04%	12
2023 Q3	$4.78M	Sell	47,194 -13,401	-22%	-$1.43M	3.16%	12
2023 Q2	$6.5M	Sell	60,595 -497	-0.8%	-$50K	4.68%	10
2023 Q1	$6.18M	Buy	61,092 +6,690	+12%	+$673K	4.78%	9
2022 Q4	$5.34M	Buy	54,402 +1,836	+3%	+$175K	5.31%	9
2022 Q3	$4.36M	Buy	+52,566	New	+$4.84M	4.6%	9

Other funds holding XLI

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

5th Street Advisors's XLI Position: Q1 2024 in Review

5th Street Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2024, closing a stake of 43,074 shares — an estimated $4.91M sold.

5th Street Advisors first reported a position in XLI in Q3 2022 and held it in 6 quarters. The position peaked at $6.5M in Q2 2023. 1,213 funds tracked by Wall St. Rank hold XLI as of Q1 2024.

5th Street Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
5th Street Advisors sold 43,074 State Street Industrial Select Sector SPDR ETF shares in Q1 2024, an estimated $4.91M.
5th Street Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2022 and held it in 6 quarters.
5th Street Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $6.5M in Q2 2023.
1,213 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2024.

Based on 5th Street Advisors's 13F filing for Q1 2024, filed 1 May 2024.