Amplius Wealth Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-368
Closed -$38K 936
2021
Q4
$38K Buy
+368
New +$38.2K 0.01% 377

Other funds holding XLI

Amplius Wealth Advisors's XLI Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2022, closing a stake of 368 shares — an estimated $38K sold.

Amplius Wealth Advisors first reported a position in XLI in Q4 2021 and held it in 1 quarter. The position peaked at $38K in Q4 2021. 1,068 funds tracked by Wall St. Rank hold XLI as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 368 State Street Industrial Select Sector SPDR ETF shares in Q1 2022, an estimated $38K.
  • Amplius Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $38K in Q4 2021.
  • 1,068 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.