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

BSW Wealth Partners’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	–	Sell	-1,882	Closed	-$255K	–	331
2024 Q3	$255K	Hold	1,882	–	–	0.04%	255
2024 Q2	$229K	Hold	1,882	–	–	0.04%	259
2024 Q1	$237K	Hold	1,882	–	–	0.04%	251
2023 Q4	$215K	Buy	+1,882	New	+$198K	0.04%	251
2023 Q3	–	Sell	-1,882	Closed	-$202K	–	290
2023 Q2	$202K	Buy	+1,882	New	+$189K	0.04%	256

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

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

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

BSW Wealth Partners's XLI Position: Q4 2024 in Review

BSW Wealth Partners sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2024, closing a stake of 1,882 shares — an estimated $255K sold.

BSW Wealth Partners first reported a position in XLI in Q2 2023 and held it in 5 quarters. The position peaked at $255K in Q3 2024. 1,370 funds tracked by Wall St. Rank hold XLI as of Q4 2024.

BSW Wealth Partners reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
BSW Wealth Partners sold 1,882 State Street Industrial Select Sector SPDR ETF shares in Q4 2024, an estimated $255K.
BSW Wealth Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2023 and held it in 5 quarters.
BSW Wealth Partners's State Street Industrial Select Sector SPDR ETF position peaked at $255K in Q3 2024.
1,370 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2024.

Based on BSW Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.