FormulaFolio Investments’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

FormulaFolio Investments’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
2021 Q2	$138K	Hold	1,345	–	–	0.05%	94
2021 Q1	$140K	Sell	1,345 -7,294	-84%	-$668K	0.05%	94
2020 Q4	$765K	Buy	+8,639	New	+$728K	0.02%	370
2018 Q3	–	Sell	-5,323	Closed	-$381K	–	337
2018 Q2	$381K	Buy	5,323 +168	+3%	+$12.5K	0.02%	224
2018 Q1	$383K	Buy	5,155 +207	+4%	+$15.9K	0.02%	202
2017 Q4	$374K	Buy	+4,948	New	+$360K	0.02%	200

Other funds holding XLI

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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

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

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

FormulaFolio Investments's XLI Position: Q2 2021 in Review

FormulaFolio Investments held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2021 at 1,345 shares worth $138K. The position accounts for 0.05% of the portfolio, ranked #94.

FormulaFolio Investments first reported a position in XLI in Q4 2017 and has held it in 6 quarters since. The position peaked at $765K in Q4 2020. 1,010 funds tracked by Wall St. Rank hold XLI as of Q2 2021.

FormulaFolio Investments held 1,345 shares of State Street Industrial Select Sector SPDR ETF worth $138K as of Q2 2021.
FormulaFolio Investments left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2021.
State Street Industrial Select Sector SPDR ETF made up 0.05% of FormulaFolio Investments's portfolio in Q2 2021, its #94 holding.
FormulaFolio Investments first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2017 and has held it in 6 quarters since.
FormulaFolio Investments's State Street Industrial Select Sector SPDR ETF position peaked at $765K in Q4 2020.
1,010 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.