DB Wealth Management Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

DB Wealth Management Group’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 Q4	$148K	Buy	1,299 +27	+2%	+$2.83K	0.08%	101
2023 Q3	$129K	Buy	1,272 +966	+316%	+$103K	0.08%	104
2023 Q2	$32.8K	Buy	306 +189	+162%	+$19K	0.02%	180
2023 Q1	$11.8K	Hold	117	–	–	0.01%	271
2022 Q4	$11.5K	Hold	117	–	–	0.01%	267
2022 Q3	$10K	Buy	+117	New	+$10.8K	0.01%	289
2022 Q1	–	Sell	-168	Closed	-$18K	–	396
2021 Q4	$18K	Hold	168	–	–	0.01%	234
2021 Q3	$16K	Sell	168 -41	-20%	-$4.21K	0.01%	236
2021 Q2	$21K	Sell	209 -55	-21%	-$5.63K	0.01%	227
2021 Q1	$26K	Hold	264	–	–	0.02%	212
2020 Q4	$23K	Buy	+264	New	+$22.2K	0.02%	216

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

DB Wealth Management Group's XLI Position: Q4 2023 in Review

DB Wealth Management Group increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 2.1% in Q4 2023, buying an estimated $2.83K and bringing the position to 1,299 shares worth $148K. The position accounts for 0.08% of the portfolio, ranked #101.

DB Wealth Management Group first reported a position in XLI in Q4 2020 and has held it in 11 quarters since. 1,187 funds tracked by Wall St. Rank hold XLI as of Q4 2023.

DB Wealth Management Group held 1,299 shares of State Street Industrial Select Sector SPDR ETF worth $148K as of Q4 2023.
DB Wealth Management Group bought 27 State Street Industrial Select Sector SPDR ETF shares in Q4 2023, an estimated $2.83K.
State Street Industrial Select Sector SPDR ETF made up 0.08% of DB Wealth Management Group's portfolio in Q4 2023, its #101 holding.
DB Wealth Management Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and has held it in 11 quarters since.
1,187 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.