Clearview Wealth Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Clearview Wealth Advisors’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	-100	Closed	-$10.7K	–	656
2023 Q2	$10.7K	Hold	100	–	–	0.01%	355
2023 Q1	$10.1K	Hold	100	–	–	0.01%	366
2022 Q4	$9.82K	Hold	100	–	–	0.01%	332
2022 Q3	$8K	Hold	100	–	–	0.01%	368
2022 Q2	$9K	Hold	100	–	–	0.01%	375
2022 Q1	$10K	Hold	100	–	–	0.01%	389
2021 Q4	$11K	Hold	100	–	–	0.01%	404
2021 Q3	$10K	Hold	100	–	–	0.01%	429
2021 Q2	$10K	Hold	100	–	–	0.01%	435
2021 Q1	$10K	Hold	100	–	–	0.01%	411
2020 Q4	$9K	Buy	+100	New	+$8.43K	0.01%	392

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

Clearview Wealth Advisors's XLI Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2023, closing a stake of 100 shares — an estimated $10.7K sold.

Clearview Wealth Advisors first reported a position in XLI in Q4 2020 and held it in 11 quarters. The position peaked at $11K in Q4 2021. 1,085 funds tracked by Wall St. Rank hold XLI as of Q3 2023.

Clearview Wealth Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 100 State Street Industrial Select Sector SPDR ETF shares in Q3 2023, an estimated $10.7K.
Clearview Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $11K in Q4 2021.
1,085 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.