Cassady Schiller Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Cassady Schiller Wealth Management’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	$395	Hold	3	–	–	﹤0.01%	1016
2024 Q3	$406	Hold	3	–	–	﹤0.01%	447
2024 Q2	$366	Hold	3	–	–	﹤0.01%	456
2024 Q1	$378	Buy	+3	New	+$353	﹤0.01%	484

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

Cassady Schiller Wealth Management's XLI Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q4 2024 at 3 shares worth $395. The position accounts for ﹤0.01% of the portfolio, ranked #1016.

Cassady Schiller Wealth Management first reported a position in XLI in Q1 2024 and has held it in 4 quarters since. The position peaked at $406 in Q3 2024. 1,370 funds tracked by Wall St. Rank hold XLI as of Q4 2024.

Cassady Schiller Wealth Management held 3 shares of State Street Industrial Select Sector SPDR ETF worth $395 as of Q4 2024.
Cassady Schiller Wealth Management left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q4 2024.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1016 holding.
Cassady Schiller Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2024 and has held it in 4 quarters since.
Cassady Schiller Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $406 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 Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.