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Carson Advisory’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Carson Advisory’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
Q4 		– Sell
-3,153
Closed -$427K – 185
2024
Q3 		$427K Buy
3,153
+627
+25% +$79.7K 0.27% 92
2024
Q2 		$308K Sell
2,526
-19
-0.7% -$2.34K 0.22% 109
2024
Q1 		$321K Buy
2,545
+6
+0.2% +$706 0.23% 112
2023
Q4 		$289K Sell
2,539
-30
-1% -$3.15K 0.23% 112
2023
Q3 		$260K Sell
2,569
-679
-21% -$72.7K 0.23% 117
2023
Q2 		$349K Buy
3,248
+9
+0.3% +$906 0.29% 96
2023
Q1 		$328K Buy
3,239
+9
+0.3% +$905 0.29% 92
2022
Q4 		$317K Sell
3,230
-4
-0.1% -$381 0.3% 89
2022
Q3 		$268K Buy
3,234
+125
+4% +$11.5K 0.3% 90
2022
Q2 		$272K Buy
3,109
+122
+4% +$11.5K 0.3% 93
2022
Q1 		$308K Buy
2,987
+401
+16% +$40.7K 0.31% 90
2021
Q4 		$274K Buy
+2,586
New +$269K 0.28% 94

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Advisory's XLI Position: Q4 2024 in Review

Carson Advisory sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2024, closing a stake of 3,153 shares — an estimated $427K sold.

Carson Advisory first reported a position in XLI in Q4 2021 and held it in 12 quarters. The position peaked at $427K in Q3 2024. 1,370 funds tracked by Wall St. Rank hold XLI as of Q4 2024.

  • Carson Advisory reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • Carson Advisory sold 3,153 State Street Industrial Select Sector SPDR ETF shares in Q4 2024, an estimated $427K.
  • Carson Advisory first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and held it in 12 quarters.
  • Carson Advisory's State Street Industrial Select Sector SPDR ETF position peaked at $427K in Q3 2024.
  • 1,370 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2024.

Based on Carson Advisory's 13F filing for Q4 2024, filed 13 Feb 2025.