AllSquare 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
2021
Q3
Sell
-403
Closed -$41K 514
2021
Q2
$41K Sell
403
-200
-33% -$20.5K 0.02% 259
2021
Q1
$59K Buy
+603
New +$55.2K 0.04% 206

Other funds holding XLI

AllSquare Wealth Management's XLI Position: Q3 2021 in Review

AllSquare Wealth Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2021, closing a stake of 403 shares — an estimated $41K sold.

AllSquare Wealth Management first reported a position in XLI in Q1 2021 and held it in 2 quarters. The position peaked at $59K in Q1 2021. 1,002 funds tracked by Wall St. Rank hold XLI as of Q3 2021.

  • AllSquare Wealth Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2021 after selling out during the quarter.
  • AllSquare Wealth Management sold 403 State Street Industrial Select Sector SPDR ETF shares in Q3 2021, an estimated $41K.
  • AllSquare Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2021 and held it in 2 quarters.
  • AllSquare Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $59K in Q1 2021.
  • 1,002 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2021.

Based on AllSquare Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.