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

Brady Family 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
Q1 		– Sell
-2,201
Closed -$251K – 119
2023
Q4 		$251K Buy
+2,201
New +$231K 0.09% 106

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Brady Family Wealth's XLI Position: Q1 2024 in Review

Brady Family Wealth sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2024, closing a stake of 2,201 shares — an estimated $251K sold.

Brady Family Wealth first reported a position in XLI in Q4 2023 and held it in 1 quarter. The position peaked at $251K in Q4 2023. 1,213 funds tracked by Wall St. Rank hold XLI as of Q1 2024.

  • Brady Family Wealth reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
  • Brady Family Wealth sold 2,201 State Street Industrial Select Sector SPDR ETF shares in Q1 2024, an estimated $251K.
  • Brady Family Wealth first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2023 and held it in 1 quarter.
  • Brady Family Wealth's State Street Industrial Select Sector SPDR ETF position peaked at $251K in Q4 2023.
  • 1,213 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2024.

Based on Brady Family Wealth's 13F filing for Q1 2024, filed 13 May 2024.