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Annapolis Financial Services’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Annapolis Financial Services’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 		$9.89K Hold
73
– – ﹤0.01% 285
2024
Q2 		$8.9K Hold
73
– – ﹤0.01% 285
2024
Q1 		$9.2K Hold
73
– – ﹤0.01% 283
2023
Q4 		$8.32K Hold
73
– – ﹤0.01% 365
2023
Q3 		$7.4K Hold
73
– – ﹤0.01% 369
2023
Q2 		$7.83K Buy
+73
New +$7.35K ﹤0.01% 363

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Annapolis Financial Services's XLI Position: Q3 2024 in Review

Annapolis Financial Services held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q3 2024 at 73 shares worth $9.89K. The position accounts for ﹤0.01% of the portfolio, ranked #285.

Annapolis Financial Services first reported a position in XLI in Q2 2023 and has held it in 6 quarters since. 1,262 funds tracked by Wall St. Rank hold XLI as of Q3 2024.

  • Annapolis Financial Services held 73 shares of State Street Industrial Select Sector SPDR ETF worth $9.89K as of Q3 2024.
  • Annapolis Financial Services left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q3 2024.
  • State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #285 holding.
  • Annapolis Financial Services first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2023 and has held it in 6 quarters since.
  • 1,262 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.