Financial Architects (New Jersey)’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Financial Architects (New Jersey)’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
2018 Q1	–	Sell	-2,500	Closed	-$189K	–	1610
2017 Q4	$189K	Buy	+2,500	New	+$182K	0.03%	336
2017 Q3	–	Sell	-2,000	Closed	-$136K	–	1619
2017 Q2	$136K	Sell	2,000 -1,000	-33%	-$66.7K	0.02%	409
2017 Q1	$195K	Buy	+3,000	New	+$194K	0.03%	299
2015 Q3	–	Sell	-8	Closed	-$4K	–	936
2015 Q2	$4K	Hold	8	–	–	﹤0.01%	1021
2015 Q1	$6K	Hold	8	–	–	﹤0.01%	852
2014 Q4	$7K	Sell	8 -792	-99%	-$43.5K	﹤0.01%	764
2014 Q3	$5K	Sell	800 -1,600	-67%	-$85.9K	﹤0.01%	756
2014 Q2	$6K	Buy	+2,400	New	+$128K	﹤0.01%	765

Other funds holding XLI

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

Goldman Sachs New York $1.15T AUM 47.82% 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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Financial Architects (New Jersey)'s XLI Position: Q2 2023 in Review

Financial Architects (New Jersey) reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 9.8% in Q2 2023, selling an estimated $213K and leaving 19,619 shares worth $2.11M. The position accounts for 0.32% of the portfolio, ranked #66.

Financial Architects (New Jersey) first reported a position in XLI in Q2 2013 and has held it in 38 quarters since. The position peaked at $4.33M in Q2 2021. 1,092 funds tracked by Wall St. Rank hold XLI as of Q2 2023.

Financial Architects (New Jersey) held 19,619 shares of State Street Industrial Select Sector SPDR ETF worth $2.11M as of Q2 2023.
Financial Architects (New Jersey) sold 2,120 State Street Industrial Select Sector SPDR ETF shares in Q2 2023, an estimated $213K.
State Street Industrial Select Sector SPDR ETF made up 0.32% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #66 holding.
Financial Architects (New Jersey) first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and has held it in 38 quarters since.
Financial Architects (New Jersey)'s State Street Industrial Select Sector SPDR ETF position peaked at $4.33M in Q2 2021.
1,092 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.