Eaton Vance Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Eaton Vance Management’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
2022 Q3	–	Sell	-80,684	Closed	-$7.05M	–	1570
2022 Q2	$7.05M	Buy	80,684 +62,544	+345%	+$5.9M	0.01%	706
2022 Q1	$1.87M	Buy	18,140 +9,931	+121%	+$1.01M	﹤0.01%	1206
2021 Q4	$868K	Buy	8,209 +6,321	+335%	+$657K	﹤0.01%	1201
2021 Q3	$123K	Buy	1,888 +201	+12%	+$20.6K	﹤0.01%	1399
2021 Q2	$174K	Hold	1,687	–	–	﹤0.01%	1673
2021 Q1	$166K	Buy	+1,687	New	+$154K	﹤0.01%	1500

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Eaton Vance Management's XLI Position: Q3 2022 in Review

Eaton Vance Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2022, closing a stake of 80,684 shares — an estimated $7.05M sold.

Eaton Vance Management first reported a position in XLI in Q1 2021 and held it in 6 quarters. The position peaked at $7.05M in Q2 2022. 935 funds tracked by Wall St. Rank hold XLI as of Q3 2022.

Eaton Vance Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
Eaton Vance Management sold 80,684 State Street Industrial Select Sector SPDR ETF shares in Q3 2022, an estimated $7.05M.
Eaton Vance Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2021 and held it in 6 quarters.
Eaton Vance Management's State Street Industrial Select Sector SPDR ETF position peaked at $7.05M in Q2 2022.
935 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.