Consilium Wealth Advisory’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
2023
Q2
Sell
-2,251
Closed -$228K 85
2023
Q1
$228K Hold
2,251
0.19% 71
2022
Q4
$221K Buy
+2,251
New +$214K 0.19% 73
2022
Q2
Sell
-2,390
Closed -$246K 85
2022
Q1
$246K Buy
2,390
+98
+4% +$9.95K 0.18% 77
2021
Q4
$243K Buy
+2,292
New +$238K 0.16% 83

Other funds holding XLI

Consilium Wealth Advisory's XLI Position: Q2 2023 in Review

Consilium Wealth Advisory sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2023, closing a stake of 2,251 shares — an estimated $228K sold.

Consilium Wealth Advisory first reported a position in XLI in Q4 2021 and held it in 4 quarters. The position peaked at $246K in Q1 2022. 1,091 funds tracked by Wall St. Rank hold XLI as of Q2 2023.

  • Consilium Wealth Advisory reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
  • Consilium Wealth Advisory sold 2,251 State Street Industrial Select Sector SPDR ETF shares in Q2 2023, an estimated $228K.
  • Consilium Wealth Advisory first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and held it in 4 quarters.
  • Consilium Wealth Advisory's State Street Industrial Select Sector SPDR ETF position peaked at $246K in Q1 2022.
  • 1,091 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2023.

Based on Consilium Wealth Advisory's 13F filing for Q2 2023, filed 13 Jul 2023.