Cerity Partners OCIO’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$447K Buy
4,550
+1,963
+76% +$187K 0.01% 319
2022
Q3
$214K Buy
+2,587
New +$238K 0.01% 396

Other funds holding XLI

Cerity Partners OCIO's XLI Position: Q4 2022 in Review

Cerity Partners OCIO increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 76% in Q4 2022, buying an estimated $187K and bringing the position to 4,550 shares worth $447K. The position accounts for 0.01% of the portfolio, ranked #319.

Cerity Partners OCIO first reported a position in XLI in Q3 2022 and has held it in 2 quarters since. 1,043 funds tracked by Wall St. Rank hold XLI as of Q4 2022.

  • Cerity Partners OCIO held 4,550 shares of State Street Industrial Select Sector SPDR ETF worth $447K as of Q4 2022.
  • Cerity Partners OCIO bought 1,963 State Street Industrial Select Sector SPDR ETF shares in Q4 2022, an estimated $187K.
  • State Street Industrial Select Sector SPDR ETF made up 0.01% of Cerity Partners OCIO's portfolio in Q4 2022, its #319 holding.
  • Cerity Partners OCIO first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2022 and has held it in 2 quarters since.
  • 1,043 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2022.

Based on Cerity Partners OCIO's 13F filing for Q4 2022, filed 2 Feb 2023.