9258 Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

9258 Wealth 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
2022 Q1	–	Sell	-3,886	Closed	-$411K	–	388
2021 Q4	$411K	Buy	3,886 +365	+10%	+$37.9K	0.09%	228
2021 Q3	$344K	Buy	3,521 +117	+3%	+$12K	0.09%	233
2021 Q2	$349K	Sell	3,404 -4,746	-58%	-$486K	0.09%	231
2021 Q1	$802K	Buy	8,150 +415	+5%	+$38K	0.24%	102
2020 Q4	$685K	Sell	7,735 -49	-0.6%	-$4.13K	0.22%	118
2020 Q3	$591K	Buy	7,784 +2,023	+35%	+$151K	0.22%	116
2020 Q2	$396K	Buy	5,761 +1,457	+34%	+$94.5K	0.16%	161
2020 Q1	$272K	Buy	+4,304	New	+$324K	0.12%	200

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

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

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

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

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

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

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

9258 Wealth Management's XLI Position: Q1 2022 in Review

9258 Wealth Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2022, closing a stake of 3,886 shares — an estimated $411K sold.

9258 Wealth Management first reported a position in XLI in Q1 2020 and held it in 8 quarters. The position peaked at $802K in Q1 2021. 1,068 funds tracked by Wall St. Rank hold XLI as of Q1 2022.

9258 Wealth Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
9258 Wealth Management sold 3,886 State Street Industrial Select Sector SPDR ETF shares in Q1 2022, an estimated $411K.
9258 Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2020 and held it in 8 quarters.
9258 Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $802K in Q1 2021.
1,068 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2022.

Based on 9258 Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.