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

Certuity’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
2023 Q3	–	Sell	-6,491	Closed	-$697K	–	290
2023 Q2	$697K	Buy	+6,491	New	+$654K	0.08%	111

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Certuity's XLI Position: Q3 2023 in Review

Certuity sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2023, closing a stake of 6,491 shares — an estimated $697K sold.

Certuity first reported a position in XLI in Q2 2023 and held it in 1 quarter. The position peaked at $697K in Q2 2023. 1,085 funds tracked by Wall St. Rank hold XLI as of Q3 2023.

Certuity reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Certuity sold 6,491 State Street Industrial Select Sector SPDR ETF shares in Q3 2023, an estimated $697K.
Certuity first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2023 and held it in 1 quarter.
Certuity's State Street Industrial Select Sector SPDR ETF position peaked at $697K in Q2 2023.
1,085 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2023.

Based on Certuity's 13F filing for Q3 2023, filed 3 Nov 2023.