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

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

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

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

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return