Enterprise Financial Services Corp (EFSC)’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
2021 Q3	–	Sell	-414	Closed	-$42K	–	1237
2021 Q2	$42K	Sell	414 -1,103	-73%	-$113K	0.01%	427
2021 Q1	$149K	Buy	1,517 +1,052	+226%	+$96.3K	0.03%	251
2020 Q4	$41K	Buy	465 +95	+26%	+$8.01K	0.01%	417
2020 Q3	$28K	Buy	370 +334	+928%	+$25K	0.01%	489
2020 Q2	$2K	Hold	36	–	–	﹤0.01%	1122
2020 Q1	$2K	Sell	36 -71	-66%	-$5.35K	﹤0.01%	1081
2019 Q4	$9K	Sell	107 -12	-10%	-$958	﹤0.01%	751
2019 Q3	$9K	Sell	119 -77	-39%	-$5.91K	﹤0.01%	737
2019 Q2	$15K	Buy	+196	New	+$14.9K	﹤0.01%	653
2017 Q3	–	Sell	-97	Closed	-$7K	–	956
2017 Q2	$7K	Hold	97	–	–	﹤0.01%	653
2017 Q1	$6K	Buy	+97	New	+$6.27K	﹤0.01%	738

Other funds holding XLI

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

Enterprise Financial Services Corp (EFSC)'s XLI Position: Q3 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2021, closing a stake of 414 shares — an estimated $42K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in XLI in Q1 2017 and held it in 11 quarters. The position peaked at $149K in Q1 2021. 1,002 funds tracked by Wall St. Rank hold XLI as of Q3 2021.

Enterprise Financial Services Corp (EFSC) reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2021 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 414 State Street Industrial Select Sector SPDR ETF shares in Q3 2021, an estimated $42K.
Enterprise Financial Services Corp (EFSC) first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2017 and held it in 11 quarters.
Enterprise Financial Services Corp (EFSC)'s State Street Industrial Select Sector SPDR ETF position peaked at $149K in Q1 2021.
1,002 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2021, filed 15 Nov 2021.