Advisor Partners II’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$640K Buy
6,319
+2,696
+74% +$289K 0.03% 621
2023
Q2
$389K Buy
+3,623
New +$365K 0.02% 690

Other funds holding XLI

Advisor Partners II's XLI Position: Q3 2023 in Review

Advisor Partners II increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 74% in Q3 2023, buying an estimated $289K and bringing the position to 6,319 shares worth $640K. The position accounts for 0.03% of the portfolio, ranked #621.

Advisor Partners II first reported a position in XLI in Q2 2023 and has held it in 2 quarters since. 1,086 funds tracked by Wall St. Rank hold XLI as of Q3 2023.

  • Advisor Partners II held 6,319 shares of State Street Industrial Select Sector SPDR ETF worth $640K as of Q3 2023.
  • Advisor Partners II bought 2,696 State Street Industrial Select Sector SPDR ETF shares in Q3 2023, an estimated $289K.
  • State Street Industrial Select Sector SPDR ETF made up 0.03% of Advisor Partners II's portfolio in Q3 2023, its #621 holding.
  • Advisor Partners II first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2023 and has held it in 2 quarters since.
  • 1,086 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.