Frontier Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$355K Buy
4,064
+12
+0.3% +$1.13K 0.03% 282
2022
Q1
$402K Buy
4,052
+10
+0.2% +$1.02K 0.01% 275
2021
Q4
$428K Buy
4,042
+11
+0.3% +$1.14K 0.03% 285
2021
Q3
$394K Buy
4,031
+209
+5% +$21.5K 0.03% 295
2021
Q2
$391K Buy
+3,822
New +$392K 0.03% 297
2018
Q4
Sell
-2,588
Closed -$203K 408
2018
Q3
$203K Buy
+2,588
New +$197K 0.02% 359

Other funds holding XLI

Frontier Wealth Management's XLI Position: Q2 2022 in Review

Frontier Wealth Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.3% in Q2 2022, buying an estimated $1.13K and bringing the position to 4,064 shares worth $355K. The position accounts for 0.03% of the portfolio, ranked #282.

Frontier Wealth Management first reported a position in XLI in Q3 2018 and has held it in 6 quarters since. The position peaked at $428K in Q4 2021. 974 funds tracked by Wall St. Rank hold XLI as of Q2 2022.

  • Frontier Wealth Management held 4,064 shares of State Street Industrial Select Sector SPDR ETF worth $355K as of Q2 2022.
  • Frontier Wealth Management bought 12 State Street Industrial Select Sector SPDR ETF shares in Q2 2022, an estimated $1.13K.
  • State Street Industrial Select Sector SPDR ETF made up 0.03% of Frontier Wealth Management's portfolio in Q2 2022, its #282 holding.
  • Frontier Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2018 and has held it in 6 quarters since.
  • Frontier Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $428K in Q4 2021.
  • 974 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.