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

Granite Bay Wealth Management’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
2024 Q1	–	Sell	-11,800	Closed	-$1.23M	–	296
2023 Q4	$1.23M	Sell	11,800 -9,200	-44%	-$966K	0.01%	193
2023 Q3	$2.26M	Buy	+21,000	New	+$2.25M	0.02%	161
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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Granite Bay Wealth Management's XLI Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2024, closing a stake of 11,800 shares — an estimated $1.23M sold.

Granite Bay Wealth Management first reported a position in XLI in Q4 2021 and held it in 8 quarters. The position peaked at $17.7M in Q1 2022. 1,213 funds tracked by Wall St. Rank hold XLI as of Q1 2024.

Granite Bay Wealth Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Granite Bay Wealth Management sold 11,800 State Street Industrial Select Sector SPDR ETF shares in Q1 2024, an estimated $1.23M.
Granite Bay Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and held it in 8 quarters.
Granite Bay Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $17.7M in Q1 2022.
1,213 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.