Element Pointe Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Element Pointe Advisors’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 Q1	–	Sell	-11,000	Closed	-$1.16M	–	116
2021 Q4	$1.16M	Sell	11,000 -2,013	-15%	-$209K	0.36%	51
2021 Q3	$1.27M	Sell	13,013 -193	-1%	-$19.8K	0.43%	40
2021 Q2	$1.37M	Buy	+13,206	New	+$1.35M	0.41%	51
2020 Q2	–	Sell	-20,968	Closed	-$1.24M	–	100
2020 Q1	$1.24M	Buy	20,968 +235	+1%	+$17.7K	0.75%	18
2019 Q4	$1.69M	Buy	+20,733	New	+$1.65M	0.89%	18

Other funds holding XLI

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Element Pointe Advisors's XLI Position: Q1 2022 in Review

Element Pointe Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2022, closing a stake of 11,000 shares — an estimated $1.16M sold.

Element Pointe Advisors first reported a position in XLI in Q4 2019 and held it in 5 quarters. The position peaked at $1.69M in Q4 2019. 1,068 funds tracked by Wall St. Rank hold XLI as of Q1 2022.

Element Pointe Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
Element Pointe Advisors sold 11,000 State Street Industrial Select Sector SPDR ETF shares in Q1 2022, an estimated $1.16M.
Element Pointe Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2019 and held it in 5 quarters.
Element Pointe Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $1.69M in Q4 2019.
1,068 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2022.

Based on Element Pointe Advisors's 13F filing for Q1 2022, filed 11 May 2022.