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Altus Wealth Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Altus Wealth Group’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
2021
Q2 		– Sell
-64
Closed -$7K – 171
2021
Q1 		$7K Hold
64
– – 0.01% 156
2020
Q4 		$6K Buy
+64
New +$5.39K 0.01% 639

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Altus Wealth Group's XLI Position: Q2 2021 in Review

Altus Wealth Group sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2021, closing a stake of 64 shares — an estimated $7K sold.

Altus Wealth Group first reported a position in XLI in Q4 2020 and held it in 2 quarters. The position peaked at $7K in Q1 2021. 1,010 funds tracked by Wall St. Rank hold XLI as of Q2 2021.

  • Altus Wealth Group reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
  • Altus Wealth Group sold 64 State Street Industrial Select Sector SPDR ETF shares in Q2 2021, an estimated $7K.
  • Altus Wealth Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and held it in 2 quarters.
  • Altus Wealth Group's State Street Industrial Select Sector SPDR ETF position peaked at $7K in Q1 2021.
  • 1,010 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2021.

Based on Altus Wealth Group's 13F filing for Q2 2021, filed 12 Aug 2021.