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

Bison Wealth’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
Q4 		$267K Buy
2,026
+70
+4% +$9.65K 0.06% 248
2024
Q3 		$265K Sell
1,956
-1,466
-43% -$186K 0.04% 343
2024
Q2 		$431K Hold
3,422
– – 0.07% 267
2024
Q1 		$431K Sell
3,422
-85
-2% -$10K 0.07% 267
2023
Q4 		$400K Buy
3,507
+647
+23% +$67.9K 0.07% 267
2023
Q3 		$290K Buy
2,860
+361
+14% +$38.6K 0.06% 309
2023
Q2 		$268K Buy
+2,499
New +$252K 0.05% 311
2022
Q3 		– Sell
-1,016
Closed -$89K – 376
2022
Q2 		$89K Hold
1,016
– – 0.05% 210
2022
Q1 		$105K Hold
1,016
– – 0.05% 235
2021
Q4 		$108K Sell
1,016
-127
-11% -$13.2K 0.06% 214
2021
Q3 		$112K Hold
1,143
– – 0.05% 272
2021
Q2 		$117K Hold
1,143
– – 0.05% 270
2021
Q1 		$113K Buy
1,143
+935
+450% +$85.6K 0.05% 271
2020
Q4 		$18K Hold
208
– – 0.01% 333
2020
Q3 		$16K Hold
208
– – 0.01% 298
2020
Q2 		$14K Buy
208
+106
+104% +$6.87K 0.01% 301
2020
Q1 		$6K Hold
102
– – ﹤0.01% 303
2019
Q4 		$8K Buy
+102
New +$8.14K ﹤0.01% 360

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bison Wealth's XLI Position: Q4 2024 in Review

Bison Wealth increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 3.6% in Q4 2024, buying an estimated $9.65K and bringing the position to 2,026 shares worth $267K. The position accounts for 0.06% of the portfolio, ranked #248.

Bison Wealth first reported a position in XLI in Q4 2019 and has held it in 18 quarters since. The position peaked at $431K in Q2 2024. 1,371 funds tracked by Wall St. Rank hold XLI as of Q4 2024.

  • Bison Wealth held 2,026 shares of State Street Industrial Select Sector SPDR ETF worth $267K as of Q4 2024.
  • Bison Wealth bought 70 State Street Industrial Select Sector SPDR ETF shares in Q4 2024, an estimated $9.65K.
  • State Street Industrial Select Sector SPDR ETF made up 0.06% of Bison Wealth's portfolio in Q4 2024, its #248 holding.
  • Bison Wealth first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2019 and has held it in 18 quarters since.
  • Bison Wealth's State Street Industrial Select Sector SPDR ETF position peaked at $431K in Q2 2024.
  • 1,371 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.