B.O.S.S. Retirement Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

B.O.S.S. Retirement 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 Q4	–	Sell	-2,962	Closed	-$401K	–	302
2024 Q3	$401K	Buy	2,962 +194	+7%	+$24.7K	0.08%	163
2024 Q2	$337K	Buy	2,768 +291	+12%	+$35.9K	0.09%	142
2024 Q1	$282K	Sell	2,477 -116	-4%	-$13.7K	0.11%	111
2023 Q4	$296K	Buy	2,593 +238	+10%	+$25K	0.06%	208
2023 Q3	$239K	Buy	2,355 +204	+9%	+$21.8K	0.05%	217
2023 Q2	$231K	Sell	2,151 -931	-30%	-$93.7K	0.05%	227
2023 Q1	$312K	Sell	3,082 -1,033	-25%	-$104K	0.07%	190
2022 Q4	$404K	Buy	+4,115	New	+$392K	0.1%	174

Other funds holding XLI

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

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

B.O.S.S. Retirement Advisors's XLI Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2024, closing a stake of 2,962 shares — an estimated $401K sold.

B.O.S.S. Retirement Advisors first reported a position in XLI in Q4 2022 and held it in 8 quarters. The position peaked at $404K in Q4 2022. 1,370 funds tracked by Wall St. Rank hold XLI as of Q4 2024.

B.O.S.S. Retirement Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 2,962 State Street Industrial Select Sector SPDR ETF shares in Q4 2024, an estimated $401K.
B.O.S.S. Retirement Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2022 and held it in 8 quarters.
B.O.S.S. Retirement Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $404K in Q4 2022.
1,370 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.