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

Buckingham Strategic 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
2023 Q3	–	Sell	-2,418	Closed	-$260K	–	720
2023 Q2	$260K	Buy	2,418 +229	+10%	+$23.1K	﹤0.01%	566
2023 Q1	$215K	Hold	2,189	–	–	﹤0.01%	552
2022 Q4	$215K	Buy	+2,189	New	+$208K	﹤0.01%	554
2022 Q3	–	Sell	-2,556	Closed	-$223K	–	650
2022 Q2	$223K	Buy	+2,556	New	+$241K	﹤0.01%	535
2020 Q1	–	Sell	-2,844	Closed	-$232K	–	521
2019 Q4	$232K	Buy	+2,844	New	+$227K	0.02%	408
2019 Q3	–	Sell	-2,641	Closed	-$204K	–	456
2019 Q2	$204K	Sell	2,641 -44	-2%	-$3.35K	0.02%	419
2019 Q1	$201K	Buy	+2,685	New	+$194K	0.03%	395
2018 Q4	–	Sell	-3,530	Closed	-$277K	–	390
2018 Q3	$277K	Hold	3,530	–	–	0.04%	284
2018 Q2	$253K	Sell	3,530 -410	-10%	-$30.4K	0.04%	293
2018 Q1	$293K	Buy	3,940 +765	+24%	+$58.9K	0.06%	247
2017 Q4	$240K	Buy	+3,175	New	+$231K	0.05%	268
2017 Q3	–	Sell	-5,614	Closed	-$382K	–	310
2017 Q2	$382K	Buy	+5,614	New	+$375K	0.09%	190

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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

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

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

Buckingham Strategic Wealth's XLI Position: Q3 2023 in Review

Buckingham Strategic Wealth sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2023, closing a stake of 2,418 shares — an estimated $260K sold.

Buckingham Strategic Wealth first reported a position in XLI in Q2 2017 and held it in 12 quarters. The position peaked at $382K in Q2 2017. 1,086 funds tracked by Wall St. Rank hold XLI as of Q3 2023.

Buckingham Strategic Wealth reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Buckingham Strategic Wealth sold 2,418 State Street Industrial Select Sector SPDR ETF shares in Q3 2023, an estimated $260K.
Buckingham Strategic Wealth first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2017 and held it in 12 quarters.
Buckingham Strategic Wealth's State Street Industrial Select Sector SPDR ETF position peaked at $382K in Q2 2017.
1,086 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2023.

Based on Buckingham Strategic Wealth's 13F filing for Q3 2023, filed 13 Nov 2023.