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

Appleton Partners’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 Q1	–	Sell	-3,040	Closed	-$347K	–	288
2023 Q4	$347K	Sell	3,040 -225	-7%	-$23.6K	0.03%	225
2023 Q3	$331K	Sell	3,265 -184	-5%	-$19.7K	0.03%	232
2023 Q2	$370K	Sell	3,449 -71	-2%	-$7.15K	0.03%	226
2023 Q1	$356K	Buy	3,520 +215	+7%	+$21.6K	0.03%	237
2022 Q4	$325K	Buy	+3,305	New	+$315K	0.03%	246

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Appleton Partners's XLI Position: Q1 2024 in Review

Appleton Partners sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2024, closing a stake of 3,040 shares — an estimated $347K sold.

Appleton Partners first reported a position in XLI in Q4 2022 and held it in 5 quarters. The position peaked at $370K in Q2 2023. 1,213 funds tracked by Wall St. Rank hold XLI as of Q1 2024.

Appleton Partners reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Appleton Partners sold 3,040 State Street Industrial Select Sector SPDR ETF shares in Q1 2024, an estimated $347K.
Appleton Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2022 and held it in 5 quarters.
Appleton Partners's State Street Industrial Select Sector SPDR ETF position peaked at $370K in Q2 2023.
1,213 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2024.

Based on Appleton Partners's 13F filing for Q1 2024, filed 1 Apr 2024.