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GYL Financial Synergies’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

GYL Financial Synergies’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
Q3 		$451K Buy
3,333
+725
+28% +$92.2K 0.03% 251
2024
Q2 		$318K Hold
2,608
– – 0.02% 290
2024
Q1 		$329K Hold
2,608
– – 0.03% 289
2023
Q4 		$297K Hold
2,608
– – 0.02% 288
2023
Q3 		$264K Buy
2,608
+118
+5% +$12.6K 0.03% 286
2023
Q2 		$267K Sell
2,490
-22
-0.9% -$2.21K 0.02% 290
2023
Q1 		$254K Buy
2,512
+31
+1% +$3.12K 0.03% 252
2022
Q4 		$244K Hold
2,481
– – 0.05% 190
2022
Q3 		$206K Hold
2,481
– – 0.06% 183
2022
Q2 		$217K Hold
2,481
– – 0.06% 177
2022
Q1 		$255K Sell
2,481
-500
-17% -$50.8K 0.06% 174
2021
Q4 		$315K Hold
2,981
– – 0.09% 162
2021
Q3 		$292K Buy
2,981
+500
+20% +$51.4K 0.15% 147
2021
Q2 		$254K Buy
2,481
+148
+6% +$15.2K 0.13% 155
2021
Q1 		$230K Hold
2,333
– – 0.13% 162
2020
Q4 		$207K Buy
+2,333
New +$197K 0.12% 164
2020
Q3 		– Sell
-3,458
Closed -$238K – 166
2020
Q2 		$238K Hold
3,458
– – 0.17% 133
2020
Q1 		$204K Buy
3,458
+75
+2% +$5.65K 0.13% 136
2019
Q4 		$276K Sell
3,383
-61
-2% -$4.87K 0.12% 142
2019
Q3 		$267K Hold
3,444
– – 0.13% 138
2019
Q2 		$267K Buy
3,444
+300
+10% +$22.8K 0.14% 124
2019
Q1 		$236K Hold
3,144
– – 0.13% 134
2018
Q4 		$203K Buy
+3,144
New +$223K 0.15% 138

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

GYL Financial Synergies's XLI Position: Q3 2024 in Review

GYL Financial Synergies increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 28% in Q3 2024, buying an estimated $92.2K and bringing the position to 3,333 shares worth $451K. The position accounts for 0.03% of the portfolio, ranked #251.

GYL Financial Synergies first reported a position in XLI in Q4 2018 and has held it in 23 quarters since. 1,265 funds tracked by Wall St. Rank hold XLI as of Q3 2024.

  • GYL Financial Synergies held 3,333 shares of State Street Industrial Select Sector SPDR ETF worth $451K as of Q3 2024.
  • GYL Financial Synergies bought 725 State Street Industrial Select Sector SPDR ETF shares in Q3 2024, an estimated $92.2K.
  • State Street Industrial Select Sector SPDR ETF made up 0.03% of GYL Financial Synergies's portfolio in Q3 2024, its #251 holding.
  • GYL Financial Synergies first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2018 and has held it in 23 quarters since.
  • 1,265 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.