AFG Fiduciary Services’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

AFG Fiduciary Services’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 Q3	–	Sell	-8,270	Closed	-$898K	–	83
2023 Q2	$898K	Buy	+8,270	New	+$833K	0.68%	31
2022 Q3	–	Sell	-8,420	Closed	-$735K	–	92
2022 Q2	$735K	Buy	8,420 +503	+6%	+$47.4K	0.64%	41
2022 Q1	$815K	Sell	7,917 -4,866	-38%	-$494K	0.57%	37
2021 Q4	$1.35M	Buy	+12,783	New	+$1.33M	0.95%	23

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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

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

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

AFG Fiduciary Services's XLI Position: Q3 2023 in Review

AFG Fiduciary Services sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2023, closing a stake of 8,270 shares — an estimated $898K sold.

AFG Fiduciary Services first reported a position in XLI in Q4 2021 and held it in 4 quarters. The position peaked at $1.35M in Q4 2021. 1,086 funds tracked by Wall St. Rank hold XLI as of Q3 2023.

AFG Fiduciary Services reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
AFG Fiduciary Services sold 8,270 State Street Industrial Select Sector SPDR ETF shares in Q3 2023, an estimated $898K.
AFG Fiduciary Services first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and held it in 4 quarters.
AFG Fiduciary Services's State Street Industrial Select Sector SPDR ETF position peaked at $1.35M in Q4 2021.
1,086 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2023.

Based on AFG Fiduciary Services's 13F filing for Q3 2023, filed 23 Oct 2023.