FinTrust Capital Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

FinTrust Capital 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
2024 Q3	$218K	Hold	1,607	–	–	0.04%	295
2024 Q2	$196K	Buy	1,607 +47	+3%	+$5.79K	0.04%	296
2024 Q1	$196K	Buy	1,560 +465	+42%	+$54.7K	0.04%	287
2023 Q4	$125K	Hold	1,095	–	–	0.02%	328
2023 Q3	$111K	Buy	1,095 +182	+20%	+$19.5K	0.02%	319
2023 Q2	$89.7K	Hold	913	–	–	0.02%	368
2023 Q1	$89.7K	Hold	913	–	–	0.02%	366
2022 Q4	$89.7K	Sell	913 -84	-8%	-$8K	0.02%	366
2022 Q3	$88K	Buy	997 +84	+9%	+$7.73K	0.02%	395
2022 Q2	$83K	Hold	913	–	–	0.02%	433
2022 Q1	$94K	Hold	913	–	–	0.02%	439
2021 Q4	$97K	Sell	913 -53	-5%	-$5.5K	0.02%	428
2021 Q3	$95K	Hold	966	–	–	0.03%	430
2021 Q2	$99K	Buy	966 +53	+6%	+$5.43K	0.03%	434
2021 Q1	$90K	Hold	913	–	–	0.03%	440
2020 Q4	$81K	Hold	913	–	–	0.03%	423
2020 Q3	$70	Hold	913	–	–	0.01%	431
2020 Q2	$63K	Hold	913	–	–	0.03%	429
2020 Q1	$54K	Buy	+913	New	+$68.8K	0.03%	413

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

FinTrust Capital Advisors's XLI Position: Q3 2024 in Review

FinTrust Capital Advisors held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q3 2024 at 1,607 shares worth $218K. The position accounts for 0.04% of the portfolio, ranked #295.

FinTrust Capital Advisors first reported a position in XLI in Q1 2020 and has held it in 19 quarters since. 1,262 funds tracked by Wall St. Rank hold XLI as of Q3 2024.

FinTrust Capital Advisors held 1,607 shares of State Street Industrial Select Sector SPDR ETF worth $218K as of Q3 2024.
FinTrust Capital Advisors left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q3 2024.
State Street Industrial Select Sector SPDR ETF made up 0.04% of FinTrust Capital Advisors's portfolio in Q3 2024, its #295 holding.
FinTrust Capital Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2020 and has held it in 19 quarters since.
1,262 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.