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Coulter & Justus Financial Services’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Coulter & Justus Financial Services’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
2024
Q1 		$200K Buy
+1,589
New +$187K 0.04% 93

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Coulter & Justus Financial Services's XLI Position: Q1 2024 in Review

Coulter & Justus Financial Services opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2024: 1,589 shares worth $200K. The stake represents 0.04% of the portfolio and ranks #93 among its holdings.

1,213 funds tracked by Wall St. Rank hold XLI as of Q1 2024.

  • Coulter & Justus Financial Services held 1,589 shares of State Street Industrial Select Sector SPDR ETF worth $200K as of Q1 2024.
  • State Street Industrial Select Sector SPDR ETF was a new Coulter & Justus Financial Services position in Q1 2024.
  • State Street Industrial Select Sector SPDR ETF made up 0.04% of Coulter & Justus Financial Services's portfolio in Q1 2024, its #93 holding.
  • 1,213 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2024.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2024, filed 3 May 2024.