AWM
XLI icon

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

Avitas 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
2024
Q4 		$1.35M Sell
10,251
-569
-5% -$78.4K 0.19% 115
2024
Q3 		$1.47M Sell
10,820
-180
-2% -$22.9K 0.21% 116
2024
Q2 		$1.34M Buy
11,000
+71
+0.6% +$8.75K 0.2% 118
2024
Q1 		$1.38M Sell
10,929
-206
-2% -$24.2K 0.21% 119
2023
Q4 		$1.27M Buy
11,135
+136
+1% +$14.3K 0.21% 115
2023
Q3 		$1.12M Buy
10,999
+3
+0% +$321 0.21% 118
2023
Q2 		$1.18M Buy
10,996
+110
+1% +$11.1K 0.21% 117
2023
Q1 		$1.1M Buy
10,886
+781
+8% +$78.6K 0.22% 120
2022
Q4 		$992K Buy
10,105
+620
+7% +$59K 0.21% 114
2022
Q3 		$786K Buy
9,485
+202
+2% +$18.6K 0.18% 122
2022
Q2 		$811K Buy
9,283
+1,038
+13% +$97.8K 0.18% 127
2022
Q1 		$849K Buy
8,245
+5,025
+156% +$510K 0.15% 136
2021
Q4 		$341K Sell
3,220
-98
-3% -$10.2K 0.06% 168
2021
Q3 		$325K Sell
3,318
-319
-9% -$32.8K 0.06% 179
2021
Q2 		$372K Buy
3,637
+22
+0.6% +$2.25K 0.07% 186
2021
Q1 		$356K Sell
3,615
-1,111
-24% -$102K 0.07% 194
2020
Q4 		$418K Sell
4,726
-160
-3% -$13.5K 0.08% 190
2020
Q3 		$376K Sell
4,886
-114
-2% -$8.53K 0.1% 166
2020
Q2 		$344K Sell
5,000
-80
-2% -$5.19K 0.11% 145
2020
Q1 		$300K Sell
5,080
-7,426
-59% -$560K 0.14% 119
2019
Q4 		$1.02M Sell
12,506
-650
-5% -$51.9K 0.26% 110
2019
Q3 		$1.02M Buy
13,156
+2,608
+25% +$200K 0.28% 103
2019
Q2 		$817K Buy
10,548
+208
+2% +$15.8K 0.23% 115
2019
Q1 		$776K Buy
10,340
+24
+0.2% +$1.74K 0.23% 112
2018
Q4 		$664K Buy
10,316
+625
+6% +$44.3K 0.22% 117
2018
Q3 		$760K Sell
9,691
-3,686
-28% -$281K 0.22% 126
2018
Q2 		$958K Buy
+13,377
New +$992K 0.3% 107

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Avitas Wealth Management's XLI Position: Q4 2024 in Review

Avitas Wealth Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 5.3% in Q4 2024, selling an estimated $78.4K and leaving 10,251 shares worth $1.35M. The position accounts for 0.19% of the portfolio, ranked #115.

Avitas Wealth Management first reported a position in XLI in Q2 2018 and has held it in 27 quarters since. The position peaked at $1.47M in Q3 2024. 1,370 funds tracked by Wall St. Rank hold XLI as of Q4 2024.

  • Avitas Wealth Management held 10,251 shares of State Street Industrial Select Sector SPDR ETF worth $1.35M as of Q4 2024.
  • Avitas Wealth Management sold 569 State Street Industrial Select Sector SPDR ETF shares in Q4 2024, an estimated $78.4K.
  • State Street Industrial Select Sector SPDR ETF made up 0.19% of Avitas Wealth Management's portfolio in Q4 2024, its #115 holding.
  • Avitas Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2018 and has held it in 27 quarters since.
  • Avitas Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $1.47M in Q3 2024.
  • 1,370 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.