Cedar Capital’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Cedar Capital’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
2021 Q3	$437K	Sell	4,466 -743	-14%	-$76.3K	0.8%	39
2021 Q2	$533K	Buy	5,209 +291	+6%	+$29.8K	0.92%	32
2021 Q1	$484K	Sell	4,918 -815	-14%	-$74.6K	0.85%	28
2020 Q4	$508K	Sell	5,733 -933	-14%	-$78.6K	0.93%	29
2020 Q3	$513K	Buy	+6,666	New	+$499K	0.17%	129
2018 Q4	–	Sell	-8,085	Closed	-$634K	–	174
2018 Q3	$634K	Buy	+8,085	New	+$616K	0.25%	97
2018 Q1	–	Sell	-2,909	Closed	-$220K	–	165
2017 Q4	$220K	Buy	+2,909	New	+$212K	0.11%	118

Other funds holding XLI

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cedar Capital's XLI Position: Q3 2021 in Review

Cedar Capital reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 14% in Q3 2021, selling an estimated $76.3K and leaving 4,466 shares worth $437K. The position accounts for 0.8% of the portfolio, ranked #39.

Cedar Capital first reported a position in XLI in Q4 2017 and has held it in 7 quarters since. The position peaked at $634K in Q3 2018. 1,002 funds tracked by Wall St. Rank hold XLI as of Q3 2021.

Cedar Capital held 4,466 shares of State Street Industrial Select Sector SPDR ETF worth $437K as of Q3 2021.
Cedar Capital sold 743 State Street Industrial Select Sector SPDR ETF shares in Q3 2021, an estimated $76.3K.
State Street Industrial Select Sector SPDR ETF made up 0.8% of Cedar Capital's portfolio in Q3 2021, its #39 holding.
Cedar Capital first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2017 and has held it in 7 quarters since.
Cedar Capital's State Street Industrial Select Sector SPDR ETF position peaked at $634K in Q3 2018.
1,002 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2021.

Based on Cedar Capital's 13F filing for Q3 2021, filed 1 Nov 2021.