Global Wealth Management Investment Advisory’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Global Wealth Management Investment Advisory’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 Q2	–	Sell	-133	Closed	-$14K	–	545
2022 Q1	$14K	Buy	+133	New	+$13.5K	﹤0.01%	290
2021 Q4	–	Sell	-3	Closed	–	–	508
2021 Q3	$0	Buy	+3	New	+$308	﹤0.01%	495
2021 Q1	–	Sell	-84	Closed	-$7K	–	530
2020 Q4	$7K	Sell	84 -130	-61%	-$11K	﹤0.01%	314
2020 Q3	$16K	Buy	214 +130	+155%	+$9.72K	0.01%	243
2020 Q2	$6K	Sell	84 -48	-36%	-$3.11K	﹤0.01%	413
2020 Q1	$8K	Buy	132 +38	+40%	+$2.86K	﹤0.01%	368
2019 Q4	$8K	Buy	94 +10	+12%	+$798	﹤0.01%	390
2019 Q3	$7K	Sell	84 -31	-27%	-$2.38K	﹤0.01%	373
2019 Q2	$9K	Buy	115 +16	+16%	+$1.22K	﹤0.01%	386
2019 Q1	$7K	Buy	99 +11	+13%	+$796	﹤0.01%	423
2018 Q4	$6K	Buy	+88	New	+$6.24K	﹤0.01%	476

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Global Wealth Management Investment Advisory's XLI Position: Q2 2022 in Review

Global Wealth Management Investment Advisory sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2022, closing a stake of 133 shares — an estimated $14K sold.

Global Wealth Management Investment Advisory first reported a position in XLI in Q4 2018 and held it in 11 quarters. The position peaked at $16K in Q3 2020. 975 funds tracked by Wall St. Rank hold XLI as of Q2 2022.

Global Wealth Management Investment Advisory reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 133 State Street Industrial Select Sector SPDR ETF shares in Q2 2022, an estimated $14K.
Global Wealth Management Investment Advisory first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2018 and held it in 11 quarters.
Global Wealth Management Investment Advisory's State Street Industrial Select Sector SPDR ETF position peaked at $16K in Q3 2020.
975 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2022, filed 15 Aug 2022.