Burns Matteson Capital Management’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
2023
Q4
Sell
-2,334
Closed -$237K 175
2023
Q3
$237K Sell
2,334
-669
-22% -$71.6K 0.15% 124
2023
Q2
$322K Sell
3,003
-176
-6% -$17.7K 0.2% 117
2023
Q1
$322K Buy
+3,179
New +$320K 0.2% 110

Other funds holding XLI

Burns Matteson Capital Management's XLI Position: Q4 2023 in Review

Burns Matteson Capital Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2023, closing a stake of 2,334 shares — an estimated $237K sold.

Burns Matteson Capital Management first reported a position in XLI in Q1 2023 and held it in 3 quarters. The position peaked at $322K in Q2 2023. 1,187 funds tracked by Wall St. Rank hold XLI as of Q4 2023.

  • Burns Matteson Capital Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
  • Burns Matteson Capital Management sold 2,334 State Street Industrial Select Sector SPDR ETF shares in Q4 2023, an estimated $237K.
  • Burns Matteson Capital Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2023 and held it in 3 quarters.
  • Burns Matteson Capital Management's State Street Industrial Select Sector SPDR ETF position peaked at $322K in Q2 2023.
  • 1,187 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2023.

Based on Burns Matteson Capital Management's 13F filing for Q4 2023, filed 12 Jan 2024.