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

Ameliora 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
2024 Q3	–	Sell	-800	Closed	-$97.5K	–	192
2024 Q2	$97.5K	Hold	800	–	–	0.04%	106
2024 Q1	$101K	Hold	800	–	–	0.05%	110
2023 Q4	$91.2K	Hold	800	–	–	0.05%	96
2023 Q3	$81.1K	Hold	800	–	–	0.05%	105
2023 Q2	$85.9K	Hold	800	–	–	0.05%	104
2023 Q1	$80.9K	Sell	800 -500	-38%	-$50.3K	0.05%	112
2022 Q4	$128K	Sell	1,300 -500	-28%	-$47.6K	0.07%	92
2022 Q3	$152K	Buy	+1,800	New	+$166K	0.08%	83

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Ameliora Wealth Management's XLI Position: Q3 2024 in Review

Ameliora Wealth Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2024, closing a stake of 800 shares — an estimated $97.5K sold.

Ameliora Wealth Management first reported a position in XLI in Q3 2022 and held it in 8 quarters. The position peaked at $152K in Q3 2022. 1,262 funds tracked by Wall St. Rank hold XLI as of Q3 2024.

Ameliora Wealth Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
Ameliora Wealth Management sold 800 State Street Industrial Select Sector SPDR ETF shares in Q3 2024, an estimated $97.5K.
Ameliora Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2022 and held it in 8 quarters.
Ameliora Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $152K in Q3 2022.
1,262 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2024.

Based on Ameliora Wealth Management's 13F filing for Q3 2024, filed 11 Oct 2024.