American Portfolios Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

American Portfolios Advisors’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 Q3	$2.98M	Buy	35,943 +15,477	+76%	+$1.42M	0.13%	174
2022 Q2	$1.79M	Sell	20,466 -1,055	-5%	-$99.5K	0.07%	274
2022 Q1	$2.22M	Sell	21,521 -1,207	-5%	-$123K	0.08%	263
2021 Q4	$2.4M	Sell	22,728 -6,181	-21%	-$642K	0.08%	247
2021 Q3	$2.83M	Buy	28,909 +592	+2%	+$60.8K	0.11%	195
2021 Q2	$2.9M	Buy	28,317 +1,127	+4%	+$115K	0.11%	184
2021 Q1	$2.68M	Buy	27,190 +4,295	+19%	+$393K	0.12%	171
2020 Q4	$2.03M	Buy	22,895 +3,534	+18%	+$298K	0.1%	195
2020 Q3	$1.49M	Sell	19,361 -725	-4%	-$54.2K	0.09%	209
2020 Q2	$1.38M	Buy	20,086 +2,251	+13%	+$146K	0.09%	211
2020 Q1	$1.05M	Sell	17,835 -50,458	-74%	-$3.8M	0.09%	209
2019 Q4	$5.56M	Buy	68,293 +40,607	+147%	+$3.24M	0.4%	51
2019 Q3	$2.15M	Sell	27,686 -10,501	-27%	-$806K	0.18%	124
2019 Q2	$2.96M	Buy	38,187 +14,670	+62%	+$1.12M	0.25%	93
2019 Q1	$1.76M	Buy	23,517 +1,064	+5%	+$77K	0.17%	128
2018 Q4	$1.45M	Buy	22,453 +1,293	+6%	+$91.6K	0.18%	124
2018 Q3	$1.66M	Buy	21,160 +3,063	+17%	+$233K	0.19%	109
2018 Q2	$1.3M	Sell	18,097 -362	-2%	-$26.8K	0.18%	117
2018 Q1	$1.37M	Sell	18,459 -1,614	-8%	-$124K	0.2%	106
2017 Q4	$1.52M	Buy	+20,073	New	+$1.46M	0.24%	87

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

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

MIFH

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

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

American Portfolios Advisors's XLI Position: Q3 2022 in Review

American Portfolios Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 76% in Q3 2022, buying an estimated $1.42M and bringing the position to 35,943 shares worth $2.98M. The position accounts for 0.13% of the portfolio, ranked #174.

American Portfolios Advisors first reported a position in XLI in Q4 2017 and has held it in 20 quarters since. The position peaked at $5.56M in Q4 2019. 934 funds tracked by Wall St. Rank hold XLI as of Q3 2022.

American Portfolios Advisors held 35,943 shares of State Street Industrial Select Sector SPDR ETF worth $2.98M as of Q3 2022.
American Portfolios Advisors bought 15,477 State Street Industrial Select Sector SPDR ETF shares in Q3 2022, an estimated $1.42M.
State Street Industrial Select Sector SPDR ETF made up 0.13% of American Portfolios Advisors's portfolio in Q3 2022, its #174 holding.
American Portfolios Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $5.56M in Q4 2019.
934 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.