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

Frisch Financial Group’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 Q1	–	Sell	-3,884	Closed	-$411K	–	163
2021 Q4	$411K	Buy	3,884 +515	+15%	+$53.5K	0.13%	95
2021 Q3	$330K	Buy	3,369 +10	+0.3%	+$1.03K	0.11%	104
2021 Q2	$344K	Buy	3,359 +414	+14%	+$42.4K	0.11%	103
2021 Q1	$290K	Buy	2,945 +509	+21%	+$46.6K	0.1%	111
2020 Q4	$216K	Buy	+2,436	New	+$205K	0.08%	122

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

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

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

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

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

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

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

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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Frisch Financial Group's XLI Position: Q1 2022 in Review

Frisch Financial Group sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2022, closing a stake of 3,884 shares — an estimated $411K sold.

Frisch Financial Group first reported a position in XLI in Q4 2020 and held it in 5 quarters. The position peaked at $411K in Q4 2021. 1,068 funds tracked by Wall St. Rank hold XLI as of Q1 2022.

Frisch Financial Group reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
Frisch Financial Group sold 3,884 State Street Industrial Select Sector SPDR ETF shares in Q1 2022, an estimated $411K.
Frisch Financial Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and held it in 5 quarters.
Frisch Financial Group's State Street Industrial Select Sector SPDR ETF position peaked at $411K in Q4 2021.
1,068 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2022.

Based on Frisch Financial Group's 13F filing for Q1 2022, filed 10 May 2022.