Affinity Wealth Management’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
Q1
Sell
-10,000
Closed -$1 124
2022
Q4
$1 Buy
+10,000
New +$952K ﹤0.01% 105

Other funds holding XLI

Affinity Wealth Management's XLI Position: Q2 2023 in Review

Affinity Wealth Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2023, closing a stake of 2,590 shares — an estimated $262K sold.

Affinity Wealth Management first reported a position in XLI in Q4 2022 and held it in 2 quarters. The position peaked at $262K in Q1 2023. 1,091 funds tracked by Wall St. Rank hold XLI as of Q2 2023.

  • Affinity Wealth Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
  • Affinity Wealth Management sold 2,590 State Street Industrial Select Sector SPDR ETF shares in Q2 2023, an estimated $262K.
  • Affinity Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2022 and held it in 2 quarters.
  • Affinity Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $262K in Q1 2023.
  • 1,091 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2023.

Based on Affinity Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.