Balboa Wealth Partners’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Balboa Wealth Partners’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 Q3	–	Sell	-2,233	Closed	-$272K	–	374
2024 Q2	$272K	Buy	+2,233	New	+$275K	0.07%	206
2024 Q1	–	Sell	-2,950	Closed	-$336K	–	321
2023 Q4	$336K	Sell	2,950 -273	-8%	-$28.7K	0.11%	145
2023 Q3	$327K	Buy	3,223 +1,077	+50%	+$115K	0.12%	141
2023 Q2	$230K	Sell	2,146 -950	-31%	-$95.6K	0.08%	205
2023 Q1	$313K	Buy	3,096 +215	+7%	+$21.6K	0.12%	155
2022 Q4	$283K	Buy	+2,881	New	+$274K	0.13%	164

Other funds holding XLI

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Balboa Wealth Partners's XLI Position: Q3 2024 in Review

Balboa Wealth Partners sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2024, closing a stake of 2,233 shares — an estimated $272K sold.

Balboa Wealth Partners first reported a position in XLI in Q4 2022 and held it in 6 quarters. The position peaked at $336K in Q4 2023. 1,262 funds tracked by Wall St. Rank hold XLI as of Q3 2024.

Balboa Wealth Partners reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
Balboa Wealth Partners sold 2,233 State Street Industrial Select Sector SPDR ETF shares in Q3 2024, an estimated $272K.
Balboa Wealth Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2022 and held it in 6 quarters.
Balboa Wealth Partners's State Street Industrial Select Sector SPDR ETF position peaked at $336K in Q4 2023.
1,262 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2024.

Based on Balboa Wealth Partners's 13F filing for Q3 2024, filed 6 Nov 2024.