Graves Light Lenhart Wealth’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Graves Light Lenhart Wealth’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
2021 Q3	–	Sell	-1,103	Closed	-$113K	–	778
2021 Q2	$113K	Hold	1,103	–	–	0.02%	260
2021 Q1	$109K	Hold	1,103	–	–	0.02%	259
2020 Q4	$98K	Buy	+1,103	New	+$92.9K	0.02%	268

Other funds holding XLI

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

Graves Light Lenhart Wealth's XLI Position: Q3 2021 in Review

Graves Light Lenhart Wealth sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2021, closing a stake of 1,103 shares — an estimated $113K sold.

Graves Light Lenhart Wealth first reported a position in XLI in Q4 2020 and held it in 3 quarters. The position peaked at $113K in Q2 2021. 1,002 funds tracked by Wall St. Rank hold XLI as of Q3 2021.

Graves Light Lenhart Wealth reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2021 after selling out during the quarter.
Graves Light Lenhart Wealth sold 1,103 State Street Industrial Select Sector SPDR ETF shares in Q3 2021, an estimated $113K.
Graves Light Lenhart Wealth first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and held it in 3 quarters.
Graves Light Lenhart Wealth's State Street Industrial Select Sector SPDR ETF position peaked at $113K in Q2 2021.
1,002 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2021.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2021, filed 15 Nov 2021.