Baron Silver Stevens Financial Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Baron Silver Stevens Financial 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
2021 Q1	–	Sell	-62	Closed	-$5K	–	494
2020 Q4	$5K	Buy	+62	New	+$5.22K	﹤0.01%	323

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

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's XLI Position: Q1 2021 in Review

Baron Silver Stevens Financial Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2021, closing a stake of 62 shares — an estimated $5K sold.

Baron Silver Stevens Financial Advisors first reported a position in XLI in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 963 funds tracked by Wall St. Rank hold XLI as of Q1 2021.

Baron Silver Stevens Financial Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2021 after selling out during the quarter.
Baron Silver Stevens Financial Advisors sold 62 State Street Industrial Select Sector SPDR ETF shares in Q1 2021, an estimated $5K.
Baron Silver Stevens Financial Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and held it in 1 quarter.
Baron Silver Stevens Financial Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $5K in Q4 2020.
963 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2021.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.