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

Appleton 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
2023 Q1	–	Sell	-2,047	Closed	-$201K	–	49
2022 Q4	$201K	Buy	+2,047	New	+$195K	0.29%	41
2022 Q2	–	Sell	-2,536	Closed	-$261K	–	45
2022 Q1	$261K	Sell	2,536 -119	-4%	-$12.1K	0.36%	39
2021 Q4	$281K	Buy	+2,655	New	+$276K	0.28%	48
2021 Q3	–	Sell	-2,858	Closed	-$293K	–	55
2021 Q2	$293K	Sell	2,858 -28	-1%	-$2.87K	0.22%	43
2021 Q1	$284K	Sell	2,886 -159	-5%	-$14.6K	0.37%	36
2020 Q4	$270K	Sell	3,045 -495	-14%	-$41.7K	0.26%	27
2020 Q3	$273K	Sell	3,540 -1,504	-30%	-$112K	0.43%	20
2020 Q2	$347K	Buy	+5,044	New	+$327K	0.42%	22
2020 Q1	–	Sell	-6,445	Closed	-$525K	–	31
2019 Q4	$525K	Buy	+6,445	New	+$514K	0.67%	18
2019 Q3	–	Sell	-7,895	Closed	-$611K	–	31
2019 Q2	$611K	Sell	7,895 -615	-7%	-$46.8K	0.68%	17
2019 Q1	$639K	Buy	+8,510	New	+$616K	0.62%	18

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Appleton Group's XLI Position: Q1 2023 in Review

Appleton Group sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2023, closing a stake of 2,047 shares — an estimated $201K sold.

Appleton Group first reported a position in XLI in Q1 2019 and held it in 11 quarters. The position peaked at $639K in Q1 2019. 1,050 funds tracked by Wall St. Rank hold XLI as of Q1 2023.

Appleton Group reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Appleton Group sold 2,047 State Street Industrial Select Sector SPDR ETF shares in Q1 2023, an estimated $201K.
Appleton Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2019 and held it in 11 quarters.
Appleton Group's State Street Industrial Select Sector SPDR ETF position peaked at $639K in Q1 2019.
1,050 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2023.

Based on Appleton Group's 13F filing for Q1 2023, filed 9 May 2023.