Connecticut Wealth Management’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
2021
Q2
Sell
-3,426
Closed -$337K 226
2021
Q1
$337K Sell
3,426
-43
-1% -$3.94K 0.03% 122
2020
Q4
$307K Sell
3,469
-171
-5% -$14.4K 0.03% 152
2020
Q3
$280K Buy
+3,640
New +$272K 0.03% 165

Other funds holding XLI

Connecticut Wealth Management's XLI Position: Q2 2021 in Review

Connecticut Wealth Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2021, closing a stake of 3,426 shares — an estimated $337K sold.

Connecticut Wealth Management first reported a position in XLI in Q3 2020 and held it in 3 quarters. The position peaked at $337K in Q1 2021. 1,010 funds tracked by Wall St. Rank hold XLI as of Q2 2021.

  • Connecticut Wealth Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
  • Connecticut Wealth Management sold 3,426 State Street Industrial Select Sector SPDR ETF shares in Q2 2021, an estimated $337K.
  • Connecticut Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2020 and held it in 3 quarters.
  • Connecticut Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $337K in Q1 2021.
  • 1,010 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2021.

Based on Connecticut Wealth Management's 13F filing for Q2 2021, filed 29 Jul 2021.