Bank Julius Baer & Co’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Bank Julius Baer & Co’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
2023 Q1	–	Sell	-3,386	Closed	-$333K	–	611
2022 Q4	$333K	Buy	3,386 +1,516	+81%	+$144K	﹤0.01%	374
2022 Q3	$155K	Sell	1,870 -30	-2%	-$2.76K	﹤0.01%	424
2022 Q2	$166K	Hold	1,900	–	–	﹤0.01%	429
2022 Q1	$196K	Sell	1,900 -9,826	-84%	-$998K	﹤0.01%	415
2021 Q4	$1.24M	Sell	11,726 -680	-5%	-$70.6K	0.01%	322
2021 Q3	$1.21M	Sell	12,406 -17,662	-59%	-$1.81M	0.01%	307
2021 Q2	$3.08M	Buy	30,068 +7,237	+32%	+$741K	0.02%	240
2021 Q1	$2.25M	Buy	22,831 +2,842	+14%	+$260K	0.02%	259
2020 Q4	$1.77M	Buy	19,989 +19,304	+2,818%	+$1.63M	0.01%	268
2020 Q3	$53K	Buy	+685	New	+$51.2K	﹤0.01%	599

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

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

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

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Bank Julius Baer & Co's XLI Position: Q1 2023 in Review

Bank Julius Baer & Co sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2023, closing a stake of 3,386 shares — an estimated $333K sold.

Bank Julius Baer & Co first reported a position in XLI in Q3 2020 and held it in 10 quarters. The position peaked at $3.08M in Q2 2021. 1,050 funds tracked by Wall St. Rank hold XLI as of Q1 2023.

Bank Julius Baer & Co reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Bank Julius Baer & Co sold 3,386 State Street Industrial Select Sector SPDR ETF shares in Q1 2023, an estimated $333K.
Bank Julius Baer & Co first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2020 and held it in 10 quarters.
Bank Julius Baer & Co's State Street Industrial Select Sector SPDR ETF position peaked at $3.08M in Q2 2021.
1,050 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2023.

Based on Bank Julius Baer & Co's 13F filing for Q1 2023, filed 11 May 2023.