Granite Bay 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
2023
Q2
Sell
-2,495
Closed -$252K 77
2023
Q1
$252K Sell
2,495
-6,971
-74% -$701K 0.18% 61
2022
Q4
$930K Sell
9,466
-6,065
-39% -$578K 0.61% 21
2022
Q3
$1.29M Sell
15,531
-164,847
-91% -$15.2M 1.03% 14
2022
Q2
$15.8M Buy
180,378
+8,566
+5% +$807K 12.22% 2
2022
Q1
$17.7M Buy
171,812
+38,556
+29% +$3.92M 14.34% 2
2021
Q4
$14.1M Buy
+133,256
New +$13.8M 13.92% 1

Other funds holding XLI

Granite Bay Wealth Management's XLI Position: Q2 2023 in Review

Granite Bay Wealth Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2023, closing a stake of 2,495 shares — an estimated $252K sold.

Granite Bay Wealth Management first reported a position in XLI in Q4 2021 and held it in 6 quarters. The position peaked at $17.7M in Q1 2022. 1,091 funds tracked by Wall St. Rank hold XLI as of Q2 2023.

  • Granite Bay Wealth Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
  • Granite Bay Wealth Management sold 2,495 State Street Industrial Select Sector SPDR ETF shares in Q2 2023, an estimated $252K.
  • Granite Bay Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and held it in 6 quarters.
  • Granite Bay Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $17.7M in Q1 2022.
  • 1,091 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2023.

Based on Granite Bay Wealth Management's 13F filing for Q2 2023, filed 19 Jul 2023.