First Trust Direct Indexing’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

First Trust Direct Indexing’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 Q4	–	Sell	-2,383	Closed	-$323K	–	951
2024 Q3	$323K	Buy	+2,383	New	+$303K	0.02%	700
2024 Q2	–	Sell	-1,594	Closed	-$201K	–	939
2024 Q1	$201K	Buy	+1,594	New	+$188K	0.01%	741

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

First Trust Direct Indexing's XLI Position: Q4 2024 in Review

First Trust Direct Indexing sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2024, closing a stake of 2,383 shares — an estimated $323K sold.

First Trust Direct Indexing first reported a position in XLI in Q1 2024 and held it in 2 quarters. The position peaked at $323K in Q3 2024. 1,370 funds tracked by Wall St. Rank hold XLI as of Q4 2024.

First Trust Direct Indexing reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 2,383 State Street Industrial Select Sector SPDR ETF shares in Q4 2024, an estimated $323K.
First Trust Direct Indexing first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2024 and held it in 2 quarters.
First Trust Direct Indexing's State Street Industrial Select Sector SPDR ETF position peaked at $323K in Q3 2024.
1,370 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.