BW Gestao de Investimentos’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

BW Gestao de Investimentos’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 Q1	–	Sell	-600,000	Closed	-$68.4M	–	120
2023 Q4	$68.4M	Buy	+600,000	New	+$63M	2.18%	11
2023 Q3	–	Sell	-1,500	Closed	-$96.8K	–	111
2023 Q2	$96.8K	Buy	+1,500	New	+$151K	0.01%	75
2023 Q1	–	Sell	-11,250	Closed	-$1.67M	–	88
2022 Q4	$1.67M	Buy	+11,250	New	+$1.07M	0.25%	48

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

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

BW Gestao de Investimentos's XLI Position: Q2 2023 in Review

BW Gestao de Investimentos sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2023, closing a stake of 3,000 shares — an estimated $302K sold.

BW Gestao de Investimentos first reported a position in XLI in Q1 2018 and held it in 6 quarters. The position peaked at $7.69M in Q4 2021. 1,092 funds tracked by Wall St. Rank hold XLI as of Q2 2023.

BW Gestao de Investimentos reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
BW Gestao de Investimentos sold 3,000 State Street Industrial Select Sector SPDR ETF shares in Q2 2023, an estimated $302K.
BW Gestao de Investimentos first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2018 and held it in 6 quarters.
BW Gestao de Investimentos's State Street Industrial Select Sector SPDR ETF position peaked at $7.69M in Q4 2021.
1,092 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2023.

Based on BW Gestao de Investimentos's 13F filing for Q2 2023, filed 26 Jul 2023.