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

First Personal 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 Q3	–	Sell	-347	Closed	-$37.2K	–	401
2023 Q2	$37.2K	Hold	347	–	–	0.01%	230
2023 Q1	$35.1K	Hold	347	–	–	0.01%	236
2022 Q4	$34.1K	Hold	347	–	–	0.01%	246
2022 Q3	$29K	Hold	347	–	–	0.01%	256
2022 Q2	$30K	Hold	347	–	–	0.01%	215
2022 Q1	$36K	Hold	347	–	–	0.01%	218
2021 Q4	$37K	Hold	347	–	–	0.01%	215
2021 Q3	$34K	Sell	347 -200	-37%	-$20.5K	0.01%	217
2021 Q2	$56K	Buy	+547	New	+$56K	0.01%	190
2019 Q1	–	Hold	0	–	–	–	502
2016 Q1	–	Hold	0	–	–	–	237
2015 Q4	–	Hold	0	–	–	–	276
2015 Q3	–	Hold	0	–	–	–	304
2015 Q2	–	Hold	0	–	–	–	299
2015 Q1	–	Hold	0	–	–	–	301

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

First Personal Financial Services's XLI Position: Q3 2023 in Review

First Personal Financial Services sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2023, closing a stake of 347 shares — an estimated $37.2K sold.

First Personal Financial Services first reported a position in XLI in Q2 2021 and held it in 9 quarters. The position peaked at $56K in Q2 2021. 1,086 funds tracked by Wall St. Rank hold XLI as of Q3 2023.

First Personal Financial Services reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
First Personal Financial Services sold 347 State Street Industrial Select Sector SPDR ETF shares in Q3 2023, an estimated $37.2K.
First Personal Financial Services first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2021 and held it in 9 quarters.
First Personal Financial Services's State Street Industrial Select Sector SPDR ETF position peaked at $56K in Q2 2021.
1,086 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2023.

Based on First Personal Financial Services's 13F filing for Q3 2023, filed 19 Oct 2023.