Atwood & Palmer’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Atwood & Palmer’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
2022 Q2	–	Sell	-500	Closed	-$51K	–	458
2022 Q1	$51K	Hold	500	–	–	﹤0.01%	219
2021 Q4	$53K	Hold	500	–	–	﹤0.01%	228
2021 Q3	$49K	Hold	500	–	–	﹤0.01%	226
2021 Q2	$51K	Hold	500	–	–	﹤0.01%	225
2021 Q1	$49K	Hold	500	–	–	﹤0.01%	224
2020 Q4	$44K	Buy	+500	New	+$42.1K	﹤0.01%	222

Other funds holding XLI

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

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

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Atwood & Palmer's XLI Position: Q2 2022 in Review

Atwood & Palmer sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2022, closing a stake of 500 shares — an estimated $51K sold.

Atwood & Palmer first reported a position in XLI in Q4 2020 and held it in 6 quarters. The position peaked at $53K in Q4 2021. 974 funds tracked by Wall St. Rank hold XLI as of Q2 2022.

Atwood & Palmer reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Atwood & Palmer sold 500 State Street Industrial Select Sector SPDR ETF shares in Q2 2022, an estimated $51K.
Atwood & Palmer first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and held it in 6 quarters.
Atwood & Palmer's State Street Industrial Select Sector SPDR ETF position peaked at $53K in Q4 2021.
974 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2022.

Based on Atwood & Palmer's 13F filing for Q2 2022, filed 21 Jul 2022.