Advisory Resource Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Advisory Resource Group’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	-31,623	Closed	-$3.21M	–	158
2023 Q3	$3.21M	Buy	31,623 +1,791	+6%	+$192K	0.87%	29
2023 Q2	$3.2M	Buy	29,832 +1,749	+6%	+$176K	0.87%	23
2023 Q1	$2.84M	Buy	28,083 +9,390	+50%	+$944K	0.8%	33
2022 Q4	$1.84M	Sell	18,693 -20,654	-52%	-$1.97M	0.55%	45
2022 Q3	$3.26M	Buy	39,347 +3,106	+9%	+$286K	1.08%	15
2022 Q2	$3.17M	Buy	36,241 +10,212	+39%	+$963K	1.04%	17
2022 Q1	$2.68M	Sell	26,029 -2,994	-10%	-$304K	0.83%	27
2021 Q4	$2.92M	Buy	29,023 +16,192	+126%	+$1.68M	0.98%	22
2021 Q3	$1.25M	Buy	12,831 +1,508	+13%	+$155K	0.46%	48
2021 Q2	$1.16M	Buy	11,323 +4,993	+79%	+$512K	0.46%	49
2021 Q1	$623K	Buy	6,330 +591	+10%	+$54.1K	0.29%	52
2020 Q4	$508K	Buy	5,739 +399	+7%	+$33.6K	0.25%	53
2020 Q3	$411K	Buy	+5,340	New	+$399K	0.24%	55

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

Advisory Resource Group's XLI Position: Q4 2023 in Review

Advisory Resource Group sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2023, closing a stake of 31,623 shares — an estimated $3.21M sold.

Advisory Resource Group first reported a position in XLI in Q3 2020 and held it in 13 quarters. The position peaked at $3.26M in Q3 2022. 1,187 funds tracked by Wall St. Rank hold XLI as of Q4 2023.

Advisory Resource Group reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Advisory Resource Group sold 31,623 State Street Industrial Select Sector SPDR ETF shares in Q4 2023, an estimated $3.21M.
Advisory Resource Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2020 and held it in 13 quarters.
Advisory Resource Group's State Street Industrial Select Sector SPDR ETF position peaked at $3.26M in Q3 2022.
1,187 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2023.

Based on Advisory Resource Group's 13F filing for Q4 2023, filed 11 Jan 2024.