Advanced Research Investment Solutions’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Advanced Research Investment Solutions’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 Q4	–	Sell	-524	Closed	-$43K	–	159
2022 Q3	$43K	Hold	524	–	–	0.03%	96
2022 Q2	$46K	Sell	524 -701	-57%	-$66.1K	0.03%	46
2022 Q1	$126K	Buy	+1,225	New	+$124K	0.05%	48
2021 Q4	–	Sell	-50	Closed	-$4.89K	–	222
2021 Q3	$4.89K	Buy	+50	New	+$5.14K	﹤0.01%	126

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Advanced Research Investment Solutions's XLI Position: Q4 2022 in Review

Advanced Research Investment Solutions sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2022, closing a stake of 524 shares — an estimated $43K sold.

Advanced Research Investment Solutions first reported a position in XLI in Q3 2021 and held it in 4 quarters. The position peaked at $126K in Q1 2022. 1,043 funds tracked by Wall St. Rank hold XLI as of Q4 2022.

Advanced Research Investment Solutions reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Advanced Research Investment Solutions sold 524 State Street Industrial Select Sector SPDR ETF shares in Q4 2022, an estimated $43K.
Advanced Research Investment Solutions first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2021 and held it in 4 quarters.
Advanced Research Investment Solutions's State Street Industrial Select Sector SPDR ETF position peaked at $126K in Q1 2022.
1,043 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2022.

Based on Advanced Research Investment Solutions's 13F filing for Q4 2022, filed 10 Feb 2023.