First Command Financial Services’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

First Command Financial Services’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	$236K	Hold	2,200	–	–	0.02%	124
2023 Q1	$223K	Hold	2,200	–	–	0.02%	120
2022 Q4	$216K	Hold	2,200	–	–	0.03%	122
2022 Q3	$182K	Hold	2,200	–	–	0.03%	129
2022 Q2	$192K	Sell	2,200 -356	-14%	-$33.6K	0.03%	130
2022 Q1	$263K	Hold	2,556	–	–	0.04%	121
2021 Q4	$271K	Hold	2,556	–	–	0.04%	121
2021 Q3	$250K	Hold	2,556	–	–	0.04%	126
2021 Q2	$261K	Hold	2,556	–	–	0.03%	123
2021 Q1	$252K	Buy	2,556 +356	+16%	+$32.6K	0.05%	110
2020 Q4	$195K	Hold	2,200	–	–	0.05%	116
2020 Q3	$169K	Hold	2,200	–	–	0.05%	117
2020 Q2	$151K	Buy	2,200 +350	+19%	+$22.7K	0.05%	131
2020 Q1	$109K	Hold	1,850	–	–	0.06%	144
2019 Q4	$151K	Hold	1,850	–	–	0.07%	140
2019 Q3	$144K	Sell	1,850 -499	-21%	-$38.3K	0.07%	135
2019 Q2	$182K	Hold	2,349	–	–	0.09%	126
2019 Q1	$176K	Hold	2,349	–	–	0.09%	122
2018 Q4	$151K	Sell	2,349 -2,349	-50%	-$166K	0.08%	125
2018 Q3	$368K	Hold	4,698	–	–	0.1%	84
2018 Q2	$336K	Sell	4,698 -77,468	-94%	-$5.75M	0.1%	89
2018 Q1	$6.41M	Buy	82,166 +78,374	+2,067%	+$6.04M	0.28%	17
2017 Q4	$287K	Sell	3,792 -2	-0.1%	-$146	0.16%	84
2017 Q3	$270K	Hold	3,794	–	–	0.17%	83
2017 Q2	$258K	Hold	3,794	–	–	0.17%	85
2017 Q1	$247K	Hold	3,794	–	–	0.17%	83
2016 Q4	$236K	Buy	+3,794	New	+$229K	0.19%	86

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 Command Financial Services's XLI Position: Q2 2023 in Review

First Command Financial Services held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2023 at 2,200 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #124.

First Command Financial Services first reported a position in XLI in Q4 2016 and has held it in 27 quarters since. The position peaked at $6.41M in Q1 2018. 1,091 funds tracked by Wall St. Rank hold XLI as of Q2 2023.

First Command Financial Services held 2,200 shares of State Street Industrial Select Sector SPDR ETF worth $236K as of Q2 2023.
First Command Financial Services left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2023.
State Street Industrial Select Sector SPDR ETF made up 0.02% of First Command Financial Services's portfolio in Q2 2023, its #124 holding.
First Command Financial Services first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2016 and has held it in 27 quarters since.
First Command Financial Services's State Street Industrial Select Sector SPDR ETF position peaked at $6.41M in Q1 2018.
1,091 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2023.

Based on First Command Financial Services's 13F filing for Q2 2023, filed 21 Jul 2023.