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Consolidated Planning Corp’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Consolidated Planning Corp’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
2021
Q4 		– Sell
-186
Closed -$18K – 470
2021
Q3 		$18K Buy
+186
New +$19.1K 0.01% 257

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Consolidated Planning Corp's XLI Position: Q4 2021 in Review

Consolidated Planning Corp sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2021, closing a stake of 186 shares — an estimated $18K sold.

Consolidated Planning Corp first reported a position in XLI in Q3 2021 and held it in 1 quarter. The position peaked at $18K in Q3 2021. 1,118 funds tracked by Wall St. Rank hold XLI as of Q4 2021.

  • Consolidated Planning Corp reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 186 State Street Industrial Select Sector SPDR ETF shares in Q4 2021, an estimated $18K.
  • Consolidated Planning Corp first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's State Street Industrial Select Sector SPDR ETF position peaked at $18K in Q3 2021.
  • 1,118 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.