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

Atlas Private Wealth Management’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
2021 Q2	–	Sell	-884	Closed	-$87K	–	390
2021 Q1	$87K	Buy	884 +1	+0.1%	+$92	0.06%	157
2020 Q4	$78K	Sell	883 -499	-36%	-$42K	0.06%	164
2020 Q3	$106K	Hold	1,382	–	–	0.08%	143
2020 Q2	$95K	Buy	1,382 +2	+0.1%	+$130	0.08%	154
2020 Q1	$81K	Buy	1,380 +2	+0.1%	+$151	0.07%	154
2019 Q4	$112K	Buy	+1,378	New	+$110K	0.09%	158

Other funds holding XLI

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

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

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

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

Atlas Private Wealth Management's XLI Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2021, closing a stake of 884 shares — an estimated $87K sold.

Atlas Private Wealth Management first reported a position in XLI in Q4 2019 and held it in 6 quarters. The position peaked at $112K in Q4 2019. 1,010 funds tracked by Wall St. Rank hold XLI as of Q2 2021.

Atlas Private Wealth Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 884 State Street Industrial Select Sector SPDR ETF shares in Q2 2021, an estimated $87K.
Atlas Private Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $112K in Q4 2019.
1,010 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.