FourThought Financial’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

FourThought Financial’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
2022 Q3	$52K	Hold	632	–	–	0.01%	601
2022 Q2	$55K	Buy	632 +147	+30%	+$13.9K	0.01%	576
2022 Q1	$50K	Hold	485	–	–	0.01%	665
2021 Q4	$51K	Hold	485	–	–	0.01%	663
2021 Q3	$47K	Hold	485	–	–	0.01%	712
2021 Q2	$49K	Hold	485	–	–	0.01%	712
2021 Q1	$47K	Buy	485 +130	+37%	+$11.9K	0.01%	706
2020 Q4	$31K	Buy	+355	New	+$29.9K	0.01%	780

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

FourThought Financial's XLI Position: Q3 2022 in Review

FourThought Financial held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q3 2022 at 632 shares worth $52K. The position accounts for 0.01% of the portfolio, ranked #601.

FourThought Financial first reported a position in XLI in Q4 2020 and has held it in 8 quarters since. The position peaked at $55K in Q2 2022. 935 funds tracked by Wall St. Rank hold XLI as of Q3 2022.

FourThought Financial held 632 shares of State Street Industrial Select Sector SPDR ETF worth $52K as of Q3 2022.
FourThought Financial left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q3 2022.
State Street Industrial Select Sector SPDR ETF made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #601 holding.
FourThought Financial first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's State Street Industrial Select Sector SPDR ETF position peaked at $55K in Q2 2022.
935 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.