Altium Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Altium Wealth Management’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
2022 Q2	–	Sell	-2,528	Closed	-$260K	–	395
2022 Q1	$260K	Sell	2,528 -1,245	-33%	-$126K	0.02%	329
2021 Q4	$399K	Buy	3,773 +5	+0.1%	+$519	0.03%	290
2021 Q3	$369K	Hold	3,768	–	–	0.03%	285
2021 Q2	$386K	Hold	3,768	–	–	0.03%	269
2021 Q1	$371K	Buy	+3,768	New	+$345K	0.03%	271
2019 Q2	–	Sell	-3,171	Closed	-$238K	–	297
2019 Q1	$238K	Buy	+3,171	New	+$230K	0.04%	238

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Altium Wealth Management's XLI Position: Q2 2022 in Review

Altium Wealth Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2022, closing a stake of 2,528 shares — an estimated $260K sold.

Altium Wealth Management first reported a position in XLI in Q1 2019 and held it in 6 quarters. The position peaked at $399K in Q4 2021. 974 funds tracked by Wall St. Rank hold XLI as of Q2 2022.

Altium Wealth Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Altium Wealth Management sold 2,528 State Street Industrial Select Sector SPDR ETF shares in Q2 2022, an estimated $260K.
Altium Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2019 and held it in 6 quarters.
Altium Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $399K in Q4 2021.
974 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.