Bridge Advisory’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$310K Buy
2,291
+7
+0.3% +$890 0.15% 80
2024
Q2
$278K Buy
2,284
+8
+0.4% +$986 0.14% 84
2024
Q1
$287K Buy
2,276
+6
+0.3% +$706 0.14% 88
2023
Q4
$259K Buy
2,270
+1
+0% +$105 0.13% 95
2023
Q3
$230K Buy
+2,269
New +$243K 0.08% 134

Other funds holding XLI

Bridge Advisory's XLI Position: Q3 2024 in Review

Bridge Advisory increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.31% in Q3 2024, buying an estimated $890 and bringing the position to 2,291 shares worth $310K. The position accounts for 0.15% of the portfolio, ranked #80.

Bridge Advisory first reported a position in XLI in Q3 2023 and has held it in 5 quarters since. 1,262 funds tracked by Wall St. Rank hold XLI as of Q3 2024.

  • Bridge Advisory held 2,291 shares of State Street Industrial Select Sector SPDR ETF worth $310K as of Q3 2024.
  • Bridge Advisory bought 7 State Street Industrial Select Sector SPDR ETF shares in Q3 2024, an estimated $890.
  • State Street Industrial Select Sector SPDR ETF made up 0.15% of Bridge Advisory's portfolio in Q3 2024, its #80 holding.
  • Bridge Advisory first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2023 and has held it in 5 quarters since.
  • 1,262 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2024.

Based on Bridge Advisory's 13F filing for Q3 2024, filed 1 Oct 2024.