HCWM
XLI icon

Harrison & Co Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Harrison & Co Wealth Management’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
Q4 		$3.05M Buy
31,054
+358
+1% +$34.1K 2.95% 5
2022
Q3 		$2.54M Buy
30,696
+1,519
+5% +$140K 2.7% 6
2022
Q2 		$2.55M Buy
29,177
+1,420
+5% +$134K 2.42% 9
2022
Q1 		$2.86M Buy
27,757
+190
+0.7% +$19.3K 2.5% 9
2021
Q4 		$2.92M Buy
+27,567
New +$2.86M 2.46% 9

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return