Atlas Private Wealth Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Atlas Private Wealth Advisors’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	-3,782	Closed	-$431K	–	167
2023 Q4	$431K	Buy	+3,782	New	+$397K	0.08%	94
2021 Q3	–	Sell	-30	Closed	-$3K	–	826
2021 Q2	$3K	Buy	+30	New	+$3.07K	﹤0.01%	648
2020 Q4	–	Sell	-40	Closed	-$3K	–	796
2020 Q3	$3K	Buy	+40	New	+$2.99K	﹤0.01%	556

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

Goldman Sachs New York $1.15T AUM 47.82% 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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Atlas Private Wealth Advisors's XLI Position: Q1 2024 in Review

Atlas Private Wealth Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2024, closing a stake of 3,782 shares — an estimated $431K sold.

Atlas Private Wealth Advisors first reported a position in XLI in Q3 2020 and held it in 3 quarters. The position peaked at $431K in Q4 2023. 1,217 funds tracked by Wall St. Rank hold XLI as of Q1 2024.

Atlas Private Wealth Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Atlas Private Wealth Advisors sold 3,782 State Street Industrial Select Sector SPDR ETF shares in Q1 2024, an estimated $431K.
Atlas Private Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2020 and held it in 3 quarters.
Atlas Private Wealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $431K in Q4 2023.
1,217 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2024.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2024, filed 6 May 2024.