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

First Capital Advisors Group’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 Q2	$3.43K	Sell	32 -1,418	-98%	-$143K	﹤0.01%	714
2023 Q1	$147K	Sell	1,450 -37	-2%	-$3.72K	0.09%	143
2022 Q4	$146K	Sell	1,487 -4,642	-76%	-$442K	0.1%	156
2022 Q3	$508K	Sell	6,129 -6,963	-53%	-$641K	0.42%	64
2022 Q2	$1.14M	Sell	13,092 -3,136	-19%	-$296K	0.78%	33
2022 Q1	$1.67M	Buy	+16,228	New	+$1.65M	1.1%	33
2018 Q4	$349K	Sell	5,412 -5,147	-49%	-$365K	0.26%	84
2018 Q3	$828K	Buy	10,559 +4,913	+87%	+$374K	0.51%	46
2018 Q2	$404K	Sell	5,646 -16,623	-75%	-$1.23M	0.27%	86
2018 Q1	$1.65M	Buy	22,269 +10,662	+92%	+$822K	0.96%	27
2017 Q4	$878K	Buy	+11,607	New	+$845K	0.55%	47

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

First Capital Advisors Group's XLI Position: Q2 2023 in Review

First Capital Advisors Group reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 98% in Q2 2023, selling an estimated $143K and leaving 32 shares worth $3.43K. The position accounts for ﹤0.01% of the portfolio, ranked #714.

First Capital Advisors Group first reported a position in XLI in Q4 2017 and has held it in 11 quarters since. The position peaked at $1.67M in Q1 2022. 1,091 funds tracked by Wall St. Rank hold XLI as of Q2 2023.

First Capital Advisors Group held 32 shares of State Street Industrial Select Sector SPDR ETF worth $3.43K as of Q2 2023.
First Capital Advisors Group sold 1,418 State Street Industrial Select Sector SPDR ETF shares in Q2 2023, an estimated $143K.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #714 holding.
First Capital Advisors Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2017 and has held it in 11 quarters since.
First Capital Advisors Group's State Street Industrial Select Sector SPDR ETF position peaked at $1.67M in Q1 2022.
1,091 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.