GW Henssler & Associates’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

GW Henssler & Associates’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 Q1	–	Sell	-3,002	Closed	-$318K	–	231
2021 Q4	$318K	Buy	+3,002	New	+$312K	0.02%	200
2021 Q1	–	Sell	-6,508	Closed	-$576K	–	239
2020 Q4	$576K	Buy	+6,508	New	+$548K	0.04%	105

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

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

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

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

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

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

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

GW Henssler & Associates's XLI Position: Q1 2022 in Review

GW Henssler & Associates sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2022, closing a stake of 3,002 shares — an estimated $318K sold.

GW Henssler & Associates first reported a position in XLI in Q4 2020 and held it in 2 quarters. The position peaked at $576K in Q4 2020. 1,068 funds tracked by Wall St. Rank hold XLI as of Q1 2022.

GW Henssler & Associates reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
GW Henssler & Associates sold 3,002 State Street Industrial Select Sector SPDR ETF shares in Q1 2022, an estimated $318K.
GW Henssler & Associates first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and held it in 2 quarters.
GW Henssler & Associates's State Street Industrial Select Sector SPDR ETF position peaked at $576K in Q4 2020.
1,068 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2022.

Based on GW Henssler & Associates's 13F filing for Q1 2022, filed 9 May 2022.