Foster Dykema Cabot & Co’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Foster Dykema Cabot & Co’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
2023 Q3	$20.5M	Buy	202,080 +267	+0.1%	+$28.6K	2.48%	14
2023 Q2	$21.7M	Buy	201,813 +1,448	+0.7%	+$146K	2.55%	12
2023 Q1	$20.3M	Buy	200,365 +3,801	+2%	+$382K	2.61%	11
2022 Q4	$19.3M	Buy	196,564 +8,272	+4%	+$788K	2.7%	12
2022 Q3	$15.6M	Buy	188,292 +971	+0.5%	+$89.4K	1.96%	11
2022 Q2	$16.4M	Sell	187,321 -3,722	-2%	-$351K	2.02%	15
2022 Q1	$19.7M	Sell	191,043 -1,214	-0.6%	-$123K	2.37%	16
2021 Q4	$20.3M	Buy	192,257 +4,080	+2%	+$424K	2.29%	18
2021 Q3	$18.4M	Buy	188,177 +4,482	+2%	+$460K	2.29%	14
2021 Q2	$18.8M	Buy	183,695 +4,583	+3%	+$470K	2.35%	14
2021 Q1	$17.6M	Buy	179,112 +19,462	+12%	+$1.78M	2.38%	12
2020 Q4	$14.1M	Buy	+159,650	New	+$13.5M	1.98%	19

Other funds holding XLI

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

Goldman Sachs New York $871B AUM 31.28% 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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Foster Dykema Cabot & Co's XLI Position: Q3 2023 in Review

Foster Dykema Cabot & Co increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.13% in Q3 2023, buying an estimated $28.6K and bringing the position to 202,080 shares worth $20.5M. The position accounts for 2.48% of the portfolio, ranked #14.

Foster Dykema Cabot & Co first reported a position in XLI in Q4 2020 and has held it in 12 quarters since. The position peaked at $21.7M in Q2 2023. 1,086 funds tracked by Wall St. Rank hold XLI as of Q3 2023.

Foster Dykema Cabot & Co held 202,080 shares of State Street Industrial Select Sector SPDR ETF worth $20.5M as of Q3 2023.
Foster Dykema Cabot & Co bought 267 State Street Industrial Select Sector SPDR ETF shares in Q3 2023, an estimated $28.6K.
State Street Industrial Select Sector SPDR ETF made up 2.48% of Foster Dykema Cabot & Co's portfolio in Q3 2023, its #14 holding.
Foster Dykema Cabot & Co first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and has held it in 12 quarters since.
Foster Dykema Cabot & Co's State Street Industrial Select Sector SPDR ETF position peaked at $21.7M in Q2 2023.
1,086 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2023.

Based on Foster Dykema Cabot & Co's 13F filing for Q3 2023, filed 14 Nov 2023.