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

Arlington 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	-5,430	Closed	-$619K	–	252
2023 Q4	$619K	Hold	5,430	–	–	0.18%	69
2023 Q3	$550K	Sell	5,430 -5,000	-48%	-$535K	0.23%	59
2023 Q2	$1.12M	Hold	10,430	–	–	0.17%	57
2023 Q1	$1.06M	Buy	10,430 +5,000	+92%	+$503K	0.15%	48
2022 Q4	$533K	Hold	5,430	–	–	0.08%	61
2022 Q3	$450K	Hold	5,430	–	–	0.18%	62
2022 Q2	$474K	Hold	5,430	–	–	0.16%	69
2022 Q1	$559K	Buy	5,430 +4,071	+300%	+$413K	0.16%	65
2021 Q4	$144K	Buy	+1,359	New	+$141K	0.04%	158
2020 Q1	–	Sell	-156	Closed	-$13K	–	375
2019 Q4	$13K	Buy	+156	New	+$12.5K	0.01%	184

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

Arlington Partners's XLI Position: Q1 2024 in Review

Arlington Partners sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2024, closing a stake of 5,430 shares — an estimated $619K sold.

Arlington Partners first reported a position in XLI in Q4 2019 and held it in 10 quarters. The position peaked at $1.12M in Q2 2023. 1,213 funds tracked by Wall St. Rank hold XLI as of Q1 2024.

Arlington Partners reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Arlington Partners sold 5,430 State Street Industrial Select Sector SPDR ETF shares in Q1 2024, an estimated $619K.
Arlington Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2019 and held it in 10 quarters.
Arlington Partners's State Street Industrial Select Sector SPDR ETF position peaked at $1.12M 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 Arlington Partners's 13F filing for Q1 2024, filed 16 Apr 2024.