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

Halpern Financial’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	$11.2K	Buy	+83	New	+$10.6K	﹤0.01%	160

Other funds holding XLI

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Halpern Financial's XLI Position: Q3 2024 in Review

Halpern Financial opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2024: 83 shares worth $11.2K. The stake represents ﹤0.01% of the portfolio and ranks #160 among its holdings.

1,262 funds tracked by Wall St. Rank hold XLI as of Q3 2024.

Halpern Financial held 83 shares of State Street Industrial Select Sector SPDR ETF worth $11.2K as of Q3 2024.
State Street Industrial Select Sector SPDR ETF was a new Halpern Financial position in Q3 2024.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of Halpern Financial's portfolio in Q3 2024, its #160 holding.
1,262 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.