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

HC Financial Advisors’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 Q2	$15K	Hold	168	–	–	0.01%	207
2022 Q1	$17K	Hold	168	–	–	0.01%	202
2021 Q4	$18K	Hold	168	–	–	0.01%	212
2021 Q3	$16K	Hold	168	–	–	0.01%	209
2021 Q2	$17K	Hold	168	–	–	0.01%	207
2021 Q1	$17K	Hold	168	–	–	0.01%	209
2020 Q4	$15K	Hold	168	–	–	0.01%	225
2020 Q3	$13K	Hold	168	–	–	0.01%	229
2020 Q2	$12K	Hold	168	–	–	0.01%	224
2020 Q1	$10K	Buy	+168	New	+$12.7K	0.01%	241

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

HC Financial Advisors's XLI Position: Q2 2022 in Review

HC Financial Advisors held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2022 at 168 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #207.

HC Financial Advisors first reported a position in XLI in Q1 2020 and has held it in 10 quarters since. The position peaked at $18K in Q4 2021. 975 funds tracked by Wall St. Rank hold XLI as of Q2 2022.

HC Financial Advisors held 168 shares of State Street Industrial Select Sector SPDR ETF worth $15K as of Q2 2022.
HC Financial Advisors left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2022.
State Street Industrial Select Sector SPDR ETF made up 0.01% of HC Financial Advisors's portfolio in Q2 2022, its #207 holding.
HC Financial Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $18K in Q4 2021.
975 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.