Disciplined Investments’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Disciplined Investments’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 Q3	–	Sell	-192	Closed	-$20.6K	–	1584
2023 Q2	$20.6K	Buy	192 +30	+19%	+$3.02K	0.01%	281
2023 Q1	$16.4K	Sell	162 -297	-65%	-$29.9K	0.01%	317
2022 Q4	$45.1K	Buy	459 +1	+0.2%	+$95	0.02%	213
2022 Q3	$38K	Buy	458 +2	+0.4%	+$184	0.02%	247
2022 Q2	$40K	Buy	456 +2	+0.4%	+$189	0.02%	242
2022 Q1	$47K	Sell	454 -225	-33%	-$22.9K	0.02%	234
2021 Q4	$72K	Buy	679 +1	+0.1%	+$104	0.03%	180
2021 Q3	$66K	Sell	678 -309	-31%	-$31.7K	0.03%	177
2021 Q2	$101K	Buy	987 +334	+51%	+$34.2K	0.05%	147
2021 Q1	$64K	Buy	+653	New	+$59.8K	0.04%	165

Other funds holding XLI

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

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

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Disciplined Investments's XLI Position: Q3 2023 in Review

Disciplined Investments sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2023, closing a stake of 192 shares — an estimated $20.6K sold.

Disciplined Investments first reported a position in XLI in Q1 2021 and held it in 10 quarters. The position peaked at $101K in Q2 2021. 1,086 funds tracked by Wall St. Rank hold XLI as of Q3 2023.

Disciplined Investments reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 192 State Street Industrial Select Sector SPDR ETF shares in Q3 2023, an estimated $20.6K.
Disciplined Investments first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2021 and held it in 10 quarters.
Disciplined Investments's State Street Industrial Select Sector SPDR ETF position peaked at $101K in Q2 2021.
1,086 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.