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Bull Oak Capital’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Bull Oak Capital’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
2022
Q3 		– Sell
-18,694
Closed -$1.63M – 27
2022
Q2 		$1.63M Buy
+18,694
New +$1.76M 1.51% 14

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bull Oak Capital's XLI Position: Q3 2022 in Review

Bull Oak Capital sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2022, closing a stake of 18,694 shares — an estimated $1.63M sold.

Bull Oak Capital first reported a position in XLI in Q2 2022 and held it in 1 quarter. The position peaked at $1.63M in Q2 2022. 934 funds tracked by Wall St. Rank hold XLI as of Q3 2022.

  • Bull Oak Capital reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
  • Bull Oak Capital sold 18,694 State Street Industrial Select Sector SPDR ETF shares in Q3 2022, an estimated $1.63M.
  • Bull Oak Capital first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2022 and held it in 1 quarter.
  • Bull Oak Capital's State Street Industrial Select Sector SPDR ETF position peaked at $1.63M in Q2 2022.
  • 934 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2022.

Based on Bull Oak Capital's 13F filing for Q3 2022, filed 18 Oct 2022.