Gyroscope Capital Management Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Gyroscope Capital Management Group’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
2023 Q3	$3.23M	Buy	31,874 +342	+1%	+$36.6K	0.74%	38
2023 Q2	$3.38M	Buy	31,532 +1,617	+5%	+$163K	0.78%	39
2023 Q1	$3.03M	Buy	29,915 +1,401	+5%	+$141K	0.77%	36
2022 Q4	$2.8M	Buy	28,514 +6,172	+28%	+$588K	0.85%	35
2022 Q3	$1.85M	Buy	22,342 +36	+0.2%	+$3.31K	0.72%	37
2022 Q2	$1.95M	Buy	22,306 +320	+1%	+$30.2K	0.67%	37
2022 Q1	$2.26M	Sell	21,986 -27	-0.1%	-$2.74K	0.78%	37
2021 Q4	$2.33M	Buy	22,013 +1,175	+6%	+$122K	0.82%	33
2021 Q3	$2.04M	Buy	20,838 +1,866	+10%	+$192K	0.77%	33
2021 Q2	$1.94M	Buy	18,972 +1,312	+7%	+$134K	0.68%	34
2021 Q1	$1.74M	Buy	17,660 +2,100	+13%	+$192K	0.7%	33
2020 Q4	$1.38M	Sell	15,560 -733	-4%	-$61.8K	0.59%	40
2020 Q3	$1.25M	Sell	16,293 -31	-0.2%	-$2.32K	0.57%	39
2020 Q2	$1.12M	Sell	16,324 -2,596	-14%	-$168K	0.51%	39
2020 Q1	$1.12M	Buy	18,920 +1,141	+6%	+$86K	0.53%	39
2019 Q4	$1.45M	Buy	17,779 +401	+2%	+$32K	0.52%	40
2019 Q3	$1.3M	Sell	17,378 -23	-0.1%	-$1.76K	0.52%	41
2019 Q2	$1.35M	Buy	17,401 +1,168	+7%	+$88.8K	0.51%	41
2019 Q1	$1.25M	Buy	16,233 +1,108	+7%	+$80.2K	0.48%	43
2018 Q4	$974K	Sell	15,125 -886	-6%	-$62.8K	0.37%	59
2018 Q3	$1.26M	Sell	16,011 -1,897	-11%	-$145K	0.52%	40
2018 Q2	$1.28M	Buy	17,908 +1,591	+10%	+$118K	0.57%	38
2018 Q1	$1.21M	Buy	16,317 +20	+0.1%	+$1.54K	0.58%	38
2017 Q4	$1.23M	Buy	16,297 +1,153	+8%	+$83.9K	0.56%	39
2017 Q3	$1.07M	Buy	15,144 +3,032	+25%	+$209K	0.54%	39
2017 Q2	$825K	Buy	12,112 +4,513	+59%	+$301K	0.41%	44
2017 Q1	$494K	Buy	+7,599	New	+$491K	0.3%	49

Other funds holding XLI

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Gyroscope Capital Management Group's XLI Position: Q3 2023 in Review

Gyroscope Capital Management Group increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.1% in Q3 2023, buying an estimated $36.6K and bringing the position to 31,874 shares worth $3.23M. The position accounts for 0.74% of the portfolio, ranked #38.

Gyroscope Capital Management Group first reported a position in XLI in Q1 2017 and has held it in 27 quarters since. The position peaked at $3.38M in Q2 2023. 1,086 funds tracked by Wall St. Rank hold XLI as of Q3 2023.

Gyroscope Capital Management Group held 31,874 shares of State Street Industrial Select Sector SPDR ETF worth $3.23M as of Q3 2023.
Gyroscope Capital Management Group bought 342 State Street Industrial Select Sector SPDR ETF shares in Q3 2023, an estimated $36.6K.
State Street Industrial Select Sector SPDR ETF made up 0.74% of Gyroscope Capital Management Group's portfolio in Q3 2023, its #38 holding.
Gyroscope Capital Management Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2017 and has held it in 27 quarters since.
Gyroscope Capital Management Group's State Street Industrial Select Sector SPDR ETF position peaked at $3.38M in Q2 2023.
1,086 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2023.

Based on Gyroscope Capital Management Group's 13F filing for Q3 2023, filed 13 Nov 2023.