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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
2020
Q2 		– Sell
-5,000
Closed -$10K – 841
2020
Q1 		$10K Buy
+5,000
New +$377K ﹤0.01% 464

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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.