First Trust Investment Solutions’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

First Trust Investment Solutions’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	$3.07M	Sell	22,695 -9,735	-30%	-$1.24M	0.35%	66
2024 Q2	$3.95M	Sell	32,430 -1,558	-5%	-$192K	0.56%	54
2024 Q1	$4.28M	Buy	33,988 +1,106	+3%	+$130K	0.75%	39
2023 Q4	$3.75M	Buy	+32,882	New	+$3.45M	0.78%	38

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

First Trust Investment Solutions's XLI Position: Q3 2024 in Review

First Trust Investment Solutions reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 30% in Q3 2024, selling an estimated $1.24M and leaving 22,695 shares worth $3.07M. The position accounts for 0.35% of the portfolio, ranked #66.

First Trust Investment Solutions first reported a position in XLI in Q4 2023 and has held it in 4 quarters since. The position peaked at $4.28M in Q1 2024. 1,262 funds tracked by Wall St. Rank hold XLI as of Q3 2024.

First Trust Investment Solutions held 22,695 shares of State Street Industrial Select Sector SPDR ETF worth $3.07M as of Q3 2024.
First Trust Investment Solutions sold 9,735 State Street Industrial Select Sector SPDR ETF shares in Q3 2024, an estimated $1.24M.
State Street Industrial Select Sector SPDR ETF made up 0.35% of First Trust Investment Solutions's portfolio in Q3 2024, its #66 holding.
First Trust Investment Solutions first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2023 and has held it in 4 quarters since.
First Trust Investment Solutions's State Street Industrial Select Sector SPDR ETF position peaked at $4.28M in Q1 2024.
1,262 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.