Baystate Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Baystate 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
2023 Q4	$5.62K	Buy	49 +28	+133%	+$2.94K	﹤0.01%	863
2023 Q3	$2.15K	Hold	21	–	–	﹤0.01%	791
2023 Q2	$2.26K	Buy	+21	New	+$2.11K	﹤0.01%	826
2018 Q2	–	Sell	-62	Closed	-$5K	–	705
2018 Q1	$5K	Buy	+62	New	+$4.78K	﹤0.01%	434

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Baystate Wealth Management's XLI Position: Q4 2023 in Review

Baystate Wealth Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 133% in Q4 2023, buying an estimated $2.94K and bringing the position to 49 shares worth $5.62K. The position accounts for ﹤0.01% of the portfolio, ranked #863.

Baystate Wealth Management first reported a position in XLI in Q1 2018 and has held it in 4 quarters since. 1,187 funds tracked by Wall St. Rank hold XLI as of Q4 2023.

Baystate Wealth Management held 49 shares of State Street Industrial Select Sector SPDR ETF worth $5.62K as of Q4 2023.
Baystate Wealth Management bought 28 State Street Industrial Select Sector SPDR ETF shares in Q4 2023, an estimated $2.94K.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #863 holding.
Baystate Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2018 and has held it in 4 quarters since.
1,187 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.