Eschler Asset Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Eschler Asset 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
2023 Q4	–	Sell	-6,119	Closed	-$620K	–	106
2023 Q3	$620K	Buy	+6,119	New	+$655K	0.72%	34

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

Eschler Asset Management's XLI Position: Q4 2023 in Review

Eschler Asset Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2023, closing a stake of 6,119 shares — an estimated $620K sold.

Eschler Asset Management first reported a position in XLI in Q3 2023 and held it in 1 quarter. The position peaked at $620K in Q3 2023. 1,187 funds tracked by Wall St. Rank hold XLI as of Q4 2023.

Eschler Asset Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Eschler Asset Management sold 6,119 State Street Industrial Select Sector SPDR ETF shares in Q4 2023, an estimated $620K.
Eschler Asset Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2023 and held it in 1 quarter.
Eschler Asset Management's State Street Industrial Select Sector SPDR ETF position peaked at $620K in Q3 2023.
1,187 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2023.

Based on Eschler Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.