Altshuler Shaham’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Altshuler Shaham’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 Q4	–	Sell	-202,495	Closed	-$17M	–	617
2022 Q3	$17M	Buy	202,495 +153,949	+317%	+$14.2M	0.42%	18
2022 Q2	$4.24M	Hold	48,546	–	–	0.06%	31
2022 Q1	$5M	Buy	+48,546	New	+$4.93M	0.04%	75
2021 Q4	–	Sell	-46,981	Closed	-$4.88M	–	668
2021 Q3	$4.62M	Sell	46,981 -310	-0.7%	-$31.8K	0.03%	102
2021 Q2	$4.84M	Buy	47,291 +10,270	+28%	+$1.05M	0.04%	113
2021 Q1	$3.65M	Buy	37,021 +21,032	+132%	+$1.93M	0.04%	54
2020 Q4	$1.42M	Buy	+15,989	New	+$1.35M	0.03%	62

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

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Altshuler Shaham's XLI Position: Q4 2022 in Review

Altshuler Shaham sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2022, closing a stake of 202,495 shares — an estimated $17M sold.

Altshuler Shaham first reported a position in XLI in Q4 2020 and held it in 7 quarters. The position peaked at $17M in Q3 2022. 1,043 funds tracked by Wall St. Rank hold XLI as of Q4 2022.

Altshuler Shaham reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Altshuler Shaham sold 202,495 State Street Industrial Select Sector SPDR ETF shares in Q4 2022, an estimated $17M.
Altshuler Shaham first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and held it in 7 quarters.
Altshuler Shaham's State Street Industrial Select Sector SPDR ETF position peaked at $17M in Q3 2022.
1,043 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2022.

Based on Altshuler Shaham's 13F filing for Q4 2022, filed 15 Feb 2023.