Aspire Private Capital’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Aspire Private Capital’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 Q4	–	Sell	-903	Closed	-$122K	–	654
2024 Q3	$122K	Hold	903	–	–	0.03%	186
2024 Q2	$110K	Hold	903	–	–	0.03%	187
2024 Q1	$114K	Hold	903	–	–	0.03%	186
2023 Q4	$103K	Hold	903	–	–	0.03%	178
2023 Q3	$91.5K	Hold	903	–	–	0.03%	170
2023 Q2	$96.9K	Hold	903	–	–	0.03%	158
2023 Q1	$91.4K	Hold	903	–	–	0.03%	160
2022 Q4	$88.7K	Hold	903	–	–	0.03%	154
2022 Q3	$75K	Hold	903	–	–	0.03%	160
2022 Q2	$79K	Hold	903	–	–	0.03%	161
2022 Q1	$93K	Sell	903 -77	-8%	-$7.82K	0.03%	161
2021 Q4	$104K	Buy	980 +77	+9%	+$8K	0.03%	166
2021 Q3	$88K	Sell	903 -88	-9%	-$9.04K	0.03%	171
2021 Q2	$101K	Buy	991 +88	+10%	+$9.02K	0.03%	173
2021 Q1	$89K	Hold	903	–	–	0.03%	188
2020 Q4	$80K	Sell	903 -40,728	-98%	-$3.43M	0.03%	189
2020 Q3	$3.21M	Buy	+41,631	New	+$3.11M	1.31%	20
2020 Q1	–	Sell	-903	Closed	-$74K	–	497
2019 Q4	$74K	Sell	903 -1,472	-62%	-$117K	0.03%	177
2019 Q3	$184K	Sell	2,375 -23,462	-91%	-$1.8M	0.09%	104
2019 Q2	$2M	Buy	25,837 +3,270	+14%	+$249K	0.96%	32
2019 Q1	$1.69M	Buy	22,567 +21,664	+2,399%	+$1.57M	0.85%	29
2018 Q4	$58K	Buy	+903	New	+$64K	0.03%	203

Other funds holding XLI

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

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

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

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Aspire Private Capital's XLI Position: Q4 2024 in Review

Aspire Private Capital sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2024, closing a stake of 903 shares — an estimated $122K sold.

Aspire Private Capital first reported a position in XLI in Q4 2018 and held it in 22 quarters. The position peaked at $3.21M in Q3 2020. 1,372 funds tracked by Wall St. Rank hold XLI as of Q4 2024.

Aspire Private Capital reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 903 State Street Industrial Select Sector SPDR ETF shares in Q4 2024, an estimated $122K.
Aspire Private Capital first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2018 and held it in 22 quarters.
Aspire Private Capital's State Street Industrial Select Sector SPDR ETF position peaked at $3.21M in Q3 2020.
1,372 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.