Accuvest Global Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Accuvest Global 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
2023 Q4	–	Sell	-18,880	Closed	-$1.91M	–	129
2023 Q3	$1.91M	Sell	18,880 -4,867	-20%	-$521K	1.05%	31
2023 Q2	$2.55M	Sell	23,747 -558	-2%	-$56.2K	1.31%	23
2023 Q1	$2.46M	Sell	24,305 -19,259	-44%	-$1.94M	1.11%	22
2022 Q4	$4.28M	Buy	+43,564	New	+$4.15M	1.42%	22
2021 Q2	–	Sell	-58,750	Closed	-$5.78M	–	124
2021 Q1	$5.78M	Buy	+58,750	New	+$5.38M	3.1%	6
2017 Q4	–	Sell	-2,681	Closed	-$190K	–	111
2017 Q3	$190K	Buy	+2,681	New	+$184K	0.16%	54
2015 Q1	–	Sell	-14,000	Closed	-$792K	–	91
2014 Q4	$792K	Buy	+14,000	New	+$769K	0.17%	67

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

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

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

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

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Accuvest Global Advisors's XLI Position: Q4 2023 in Review

Accuvest Global Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2023, closing a stake of 18,880 shares — an estimated $1.91M sold.

Accuvest Global Advisors first reported a position in XLI in Q4 2014 and held it in 7 quarters. The position peaked at $5.78M in Q1 2021. 1,187 funds tracked by Wall St. Rank hold XLI as of Q4 2023.

Accuvest Global Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Accuvest Global Advisors sold 18,880 State Street Industrial Select Sector SPDR ETF shares in Q4 2023, an estimated $1.91M.
Accuvest Global Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2014 and held it in 7 quarters.
Accuvest Global Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $5.78M in Q1 2021.
1,187 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2023.

Based on Accuvest Global Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.