Clear Perspectives Financial Planning’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Clear Perspectives Financial Planning’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 Q1	$72.3K	Hold	715	–	–	0.04%	60
2022 Q4	$70.2K	Sell	715 -200	-22%	-$19K	0.04%	65
2022 Q3	$76K	Hold	915	–	–	0.04%	70
2022 Q2	$80K	Sell	915 -350	-28%	-$33K	0.03%	72
2022 Q1	$130K	Hold	1,265	–	–	0.05%	62
2021 Q4	$134K	Hold	1,265	–	–	0.05%	69
2021 Q3	$124K	Hold	1,265	–	–	0.06%	70
2021 Q2	$130K	Buy	1,265 +915	+261%	+$93.7K	0.06%	69
2021 Q1	$34K	Hold	350	–	–	0.02%	107
2020 Q4	$31K	Buy	+350	New	+$29.5K	0.02%	101

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Clear Perspectives Financial Planning's XLI Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q1 2023 at 715 shares worth $72.3K. The position accounts for 0.04% of the portfolio, ranked #60.

Clear Perspectives Financial Planning first reported a position in XLI in Q4 2020 and has held it in 10 quarters since. The position peaked at $134K in Q4 2021. 1,050 funds tracked by Wall St. Rank hold XLI as of Q1 2023.

Clear Perspectives Financial Planning held 715 shares of State Street Industrial Select Sector SPDR ETF worth $72.3K as of Q1 2023.
Clear Perspectives Financial Planning left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q1 2023.
State Street Industrial Select Sector SPDR ETF made up 0.04% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #60 holding.
Clear Perspectives Financial Planning first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's State Street Industrial Select Sector SPDR ETF position peaked at $134K in Q4 2021.
1,050 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.