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Cedar Brook Financial Partners’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Cedar Brook Financial Partners’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
Q2 		– Sell
-2,591
Closed -$326K – 430
2024
Q1 		$326K Buy
2,591
+8
+0.3% +$941 0.06% 296
2023
Q4 		$290K Buy
2,583
+14
+0.5% +$1.47K 0.06% 301
2023
Q3 		$260K Buy
2,569
+11
+0.4% +$1.18K 0.07% 284
2023
Q2 		$275K Buy
2,558
+10
+0.4% +$1.01K 0.07% 299
2023
Q1 		$258K Buy
2,548
+79
+3% +$7.95K 0.07% 297
2022
Q4 		$243K Sell
2,469
-43
-2% -$4.09K 0.07% 306
2022
Q3 		$208K Buy
2,512
+12
+0.5% +$1.1K 0.07% 321
2022
Q2 		$218K Sell
2,500
-256
-9% -$24.1K 0.07% 306
2022
Q1 		$284K Sell
2,756
-86
-3% -$8.73K 0.07% 296
2021
Q4 		$301K Buy
2,842
+72
+3% +$7.48K 0.08% 276
2021
Q3 		$271K Buy
2,770
+158
+6% +$16.2K 0.08% 266
2021
Q2 		$267K Sell
2,612
-222
-8% -$22.7K 0.08% 298
2021
Q1 		$279K Buy
+2,834
New +$260K 0.1% 240

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cedar Brook Financial Partners's XLI Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2024, closing a stake of 2,591 shares — an estimated $326K sold.

Cedar Brook Financial Partners first reported a position in XLI in Q1 2021 and held it in 13 quarters. The position peaked at $326K in Q1 2024. 1,223 funds tracked by Wall St. Rank hold XLI as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 2,591 State Street Industrial Select Sector SPDR ETF shares in Q2 2024, an estimated $326K.
  • Cedar Brook Financial Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2021 and held it in 13 quarters.
  • Cedar Brook Financial Partners's State Street Industrial Select Sector SPDR ETF position peaked at $326K in Q1 2024.
  • 1,223 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.