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

Cedar 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	–	Sell	-300	Closed	-$40.6K	–	265
2024 Q3	$40.6K	Hold	300	–	–	0.01%	164
2024 Q2	$36.6K	Hold	300	–	–	0.01%	172
2024 Q1	$37.8K	Buy	300 +100	+50%	+$11.8K	0.01%	179
2023 Q4	$22.8K	Buy	+200	New	+$21K	0.01%	189
2022 Q2	–	Sell	-169	Closed	-$17K	–	379
2022 Q1	$17K	Hold	169	–	–	0.01%	265
2021 Q4	$18K	Hold	169	–	–	0.01%	259
2021 Q3	$17K	Hold	169	–	–	0.01%	213
2021 Q2	$17K	Buy	+169	New	+$17.3K	0.01%	216
2020 Q2	–	Sell	-237	Closed	-$14K	–	244
2020 Q1	$14K	Buy	+237	New	+$17.9K	0.01%	174

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

Cedar Wealth Management's XLI Position: Q4 2024 in Review

Cedar Wealth Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2024, closing a stake of 300 shares — an estimated $40.6K sold.

Cedar Wealth Management first reported a position in XLI in Q1 2020 and held it in 9 quarters. The position peaked at $40.6K in Q3 2024. 1,370 funds tracked by Wall St. Rank hold XLI as of Q4 2024.

Cedar Wealth Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Cedar Wealth Management sold 300 State Street Industrial Select Sector SPDR ETF shares in Q4 2024, an estimated $40.6K.
Cedar Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2020 and held it in 9 quarters.
Cedar Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $40.6K 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 Cedar Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.