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Fernwood Investment Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Fernwood Investment 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
2024
Q2 		– Sell
-1,165
Closed -$147K – 696
2024
Q1 		$147K Buy
+1,165
New +$137K 0.04% 224
2019
Q4 		– Sell
-6,170
Closed -$479K – 195
2019
Q3 		$479K Buy
+6,170
New +$473K 0.24% 107

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fernwood Investment Management's XLI Position: Q2 2024 in Review

Fernwood Investment Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2024, closing a stake of 1,165 shares — an estimated $147K sold.

Fernwood Investment Management first reported a position in XLI in Q3 2019 and held it in 2 quarters. The position peaked at $479K in Q3 2019. 1,223 funds tracked by Wall St. Rank hold XLI as of Q2 2024.

  • Fernwood Investment Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 1,165 State Street Industrial Select Sector SPDR ETF shares in Q2 2024, an estimated $147K.
  • Fernwood Investment Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2019 and held it in 2 quarters.
  • Fernwood Investment Management's State Street Industrial Select Sector SPDR ETF position peaked at $479K in Q3 2019.
  • 1,223 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.