Focused Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Focused Wealth Management’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 Q1	–	Sell	-600	Closed	-$68.4K	–	991
2023 Q4	$68.4K	Buy	+600	New	+$63K	0.01%	267
2023 Q1	–	Sell	-472	Closed	-$46.3K	–	1158
2022 Q4	$46.3K	Buy	472 +2	+0.4%	+$190	0.01%	319
2022 Q3	$39K	Hold	470	–	–	0.01%	315
2022 Q2	$41K	Hold	470	–	–	0.01%	311
2022 Q1	$48K	Hold	470	–	–	0.01%	319
2021 Q4	$50K	Hold	470	–	–	0.01%	367
2021 Q3	$46K	Hold	470	–	–	0.01%	397
2021 Q2	$48K	Hold	470	–	–	0.01%	384
2021 Q1	$46K	Buy	470 +10	+2%	+$916	0.01%	384
2020 Q4	$41K	Buy	+460	New	+$38.8K	0.01%	374
2015 Q2	–	Sell	-225	Closed	-$13K	–	708
2015 Q1	$13K	Hold	225	–	–	0.01%	389
2014 Q4	$13K	Sell	225 -375	-63%	-$20.6K	0.01%	380
2014 Q3	$32K	Hold	600	–	–	0.02%	254
2014 Q2	$32K	Sell	600 -500	-45%	-$26.7K	0.03%	243
2014 Q1	$58K	Sell	1,100 -1,000	-48%	-$51.4K	0.05%	161
2013 Q4	$110K	Buy	+2,100	New	+$103K	0.09%	124

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Focused Wealth Management's XLI Position: Q1 2024 in Review

Focused Wealth Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2024, closing a stake of 600 shares — an estimated $68.4K sold.

Focused Wealth Management first reported a position in XLI in Q4 2013 and held it in 16 quarters. The position peaked at $110K in Q4 2013. 1,216 funds tracked by Wall St. Rank hold XLI as of Q1 2024.

Focused Wealth Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 600 State Street Industrial Select Sector SPDR ETF shares in Q1 2024, an estimated $68.4K.
Focused Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2013 and held it in 16 quarters.
Focused Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $110K in Q4 2013.
1,216 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.