Capital Directions Investment Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Capital Directions Investment 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
2022 Q4	$78.1K	Buy	+795	New	+$75.7K	0.03%	96
2022 Q3	–	Sell	-795	Closed	-$73.2K	–	101
2022 Q2	$69K	Hold	795	–	–	0.02%	108
2022 Q1	$82K	Buy	+795	New	+$80.7K	0.02%	110
2021 Q4	–	Sell	-795	Closed	-$78K	–	244
2021 Q3	$78K	Hold	795	–	–	0.02%	108
2021 Q2	$81K	Buy	+795	New	+$81.5K	0.02%	95
2021 Q1	–	Sell	-795	Closed	-$70K	–	365
2020 Q4	$70K	Hold	795	–	–	0.02%	90
2020 Q3	$61K	Hold	795	–	–	0.02%	96
2020 Q2	$55K	Hold	795	–	–	0.02%	104
2020 Q1	$47K	Hold	795	–	–	0.02%	114
2019 Q4	$65K	Hold	795	–	–	0.02%	117
2019 Q3	$62K	Buy	+795	New	+$61K	0.02%	112
2019 Q2	–	Sell	-795	Closed	-$60K	–	102
2019 Q1	$60K	Hold	795	–	–	0.02%	65
2018 Q4	$51K	Hold	795	–	–	0.02%	68
2018 Q3	$62K	Buy	+795	New	+$60.6K	0.02%	86
2017 Q3	–	Sell	-98	Closed	-$7K	–	120
2017 Q2	$7K	Buy	+98	New	+$6.54K	﹤0.01%	92

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

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

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Capital Directions Investment Advisors's XLI Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2022: 795 shares worth $78.1K. The stake represents 0.03% of the portfolio and ranks #96 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in XLI as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in XLI in Q2 2017 and has held it in 15 quarters since. The position peaked at $82K in Q1 2022. 1,044 funds tracked by Wall St. Rank hold XLI as of Q4 2022.

Capital Directions Investment Advisors held 795 shares of State Street Industrial Select Sector SPDR ETF worth $78.1K as of Q4 2022.
State Street Industrial Select Sector SPDR ETF was a new Capital Directions Investment Advisors position in Q4 2022.
State Street Industrial Select Sector SPDR ETF made up 0.03% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #96 holding.
Capital Directions Investment Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2017 and has held it in 15 quarters since.
Capital Directions Investment Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $82K in Q1 2022.
1,044 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.