Camarda Financial Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Camarda Financial Advisors’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 Q3	–	Sell	-108,174	Closed	-$13.2M	–	94
2024 Q2	$13.2M	Buy	108,174 +107	+0.1%	+$13.2K	5.18%	5
2024 Q1	$13.6M	Sell	108,067 -2,977	-3%	-$350K	5.5%	2
2023 Q4	$12.7M	Buy	+111,044	New	+$11.7M	5.45%	4
2023 Q3	–	Sell	-108,370	Closed	-$11.6M	–	84
2023 Q2	$11.6M	Buy	+108,370	New	+$10.9M	5.8%	3
2023 Q1	–	Sell	-20,953	Closed	-$2.06M	–	90
2022 Q4	$2.06M	Buy	+20,953	New	+$2M	2.08%	13
2021 Q3	–	Sell	-105,555	Closed	-$10.8M	–	114
2021 Q2	$10.8M	Buy	105,555 +35,702	+51%	+$3.66M	6.68%	1
2021 Q1	$6.88M	Buy	+69,853	New	+$6.4M	4.92%	4
2019 Q2	–	Sell	-105	Closed	-$8K	–	588
2019 Q1	$8K	Buy	+105	New	+$7.6K	0.02%	204

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Camarda Financial Advisors's XLI Position: Q3 2024 in Review

Camarda Financial Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2024, closing a stake of 108,174 shares — an estimated $13.2M sold.

Camarda Financial Advisors first reported a position in XLI in Q1 2019 and held it in 8 quarters. The position peaked at $13.6M in Q1 2024. 1,263 funds tracked by Wall St. Rank hold XLI as of Q3 2024.

Camarda Financial Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
Camarda Financial Advisors sold 108,174 State Street Industrial Select Sector SPDR ETF shares in Q3 2024, an estimated $13.2M.
Camarda Financial Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2019 and held it in 8 quarters.
Camarda Financial Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $13.6M in Q1 2024.
1,263 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2024.

Based on Camarda Financial Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.