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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Harrison & Co Wealth Management's XLI Position: Q4 2022 in Review

Harrison & Co Wealth Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.2% in Q4 2022, buying an estimated $34.1K and bringing the position to 31,054 shares worth $3.05M. The position accounts for 2.95% of the portfolio, ranked #5.

Harrison & Co Wealth Management first reported a position in XLI in Q4 2021 and has held it in 5 quarters since. 1,043 funds tracked by Wall St. Rank hold XLI as of Q4 2022.

Harrison & Co Wealth Management held 31,054 shares of State Street Industrial Select Sector SPDR ETF worth $3.05M as of Q4 2022.
Harrison & Co Wealth Management bought 358 State Street Industrial Select Sector SPDR ETF shares in Q4 2022, an estimated $34.1K.
State Street Industrial Select Sector SPDR ETF made up 2.95% of Harrison & Co Wealth Management's portfolio in Q4 2022, its #5 holding.
Harrison & Co Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and has held it in 5 quarters since.
1,043 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2022.

Based on Harrison & Co Wealth Management's 13F filing for Q4 2022, filed 17 Jan 2023.