B. Riley Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

B. Riley 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
2022 Q2	$1.59M	Sell	18,210 -3,218	-15%	-$303K	0.17%	124
2022 Q1	$2.21M	Buy	21,428 +5,235	+32%	+$532K	0.17%	124
2021 Q4	$1.71M	Sell	16,193 -362	-2%	-$37.6K	0.12%	168
2021 Q3	$1.62M	Buy	16,555 +691	+4%	+$71K	0.12%	167
2021 Q2	$1.62M	Buy	15,864 +1,953	+14%	+$200K	0.18%	122
2021 Q1	$1.37M	Sell	13,911 -8,124	-37%	-$744K	0.16%	126
2020 Q4	$1.95M	Buy	22,035 +11,392	+107%	+$960K	0.25%	95
2020 Q3	$819K	Buy	10,643 +2,901	+37%	+$217K	0.1%	169
2020 Q2	$532K	Sell	7,742 -4,000	-34%	-$259K	0.06%	219
2020 Q1	$693K	Buy	11,742 +7,242	+161%	+$546K	0.07%	229
2019 Q4	$367K	Buy	4,500 +34	+0.8%	+$2.71K	0.06%	256
2019 Q3	$347K	Sell	4,466 -882	-16%	-$67.7K	0.06%	256
2019 Q2	$414K	Sell	5,348 -259	-5%	-$19.7K	0.06%	235
2019 Q1	$421K	Sell	5,607 -6,428	-53%	-$465K	0.07%	232
2018 Q4	$775K	Buy	12,035 +7,296	+154%	+$517K	0.16%	139
2018 Q3	$372K	Buy	+4,739	New	+$361K	0.09%	188
2016 Q1	$488K	Buy	8,807 +2,606	+42%	+$135K	0.73%	43
2015 Q4	$328K	Buy	+6,201	New	+$333K	0.42%	85
2015 Q3	–	Sell	-9,306	Closed	-$503K	–	769
2015 Q2	$503K	Sell	9,306 -350	-4%	-$19.6K	0.4%	49
2015 Q1	$538K	Sell	9,656 -4,741	-33%	-$267K	0.4%	56
2014 Q4	$814K	Buy	14,397 +2,245	+18%	+$123K	0.67%	28
2014 Q3	$645K	Buy	12,152 +10,601	+683%	+$569K	0.48%	46
2014 Q2	$83K	Buy	1,551 +80	+5%	+$4.28K	0.05%	384
2014 Q1	$77K	Buy	+1,471	New	+$75.6K	0.06%	364

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

B. Riley Wealth Management's XLI Position: Q2 2022 in Review

B. Riley Wealth Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 15% in Q2 2022, selling an estimated $303K and leaving 18,210 shares worth $1.59M. The position accounts for 0.17% of the portfolio, ranked #124.

B. Riley Wealth Management first reported a position in XLI in Q1 2014 and has held it in 24 quarters since. The position peaked at $2.21M in Q1 2022. 975 funds tracked by Wall St. Rank hold XLI as of Q2 2022.

B. Riley Wealth Management held 18,210 shares of State Street Industrial Select Sector SPDR ETF worth $1.59M as of Q2 2022.
B. Riley Wealth Management sold 3,218 State Street Industrial Select Sector SPDR ETF shares in Q2 2022, an estimated $303K.
State Street Industrial Select Sector SPDR ETF made up 0.17% of B. Riley Wealth Management's portfolio in Q2 2022, its #124 holding.
B. Riley Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2014 and has held it in 24 quarters since.
B. Riley Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $2.21M in Q1 2022.
975 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.