HCR Wealth Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

HCR Wealth 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
2021 Q1	–	Sell	-14	Closed	-$1K	–	288
2020 Q4	$1K	Hold	14	–	–	﹤0.01%	267
2020 Q3	$1K	Buy	+14	New	+$1.05K	﹤0.01%	240

Other funds holding XLI

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

HCR Wealth Advisors's XLI Position: Q1 2021 in Review

HCR Wealth Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2021, closing a stake of 14 shares — an estimated $1K sold.

HCR Wealth Advisors first reported a position in XLI in Q3 2020 and held it in 2 quarters. The position peaked at $1K in Q4 2020. 962 funds tracked by Wall St. Rank hold XLI as of Q1 2021.

HCR Wealth Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2021 after selling out during the quarter.
HCR Wealth Advisors sold 14 State Street Industrial Select Sector SPDR ETF shares in Q1 2021, an estimated $1K.
HCR Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2020 and held it in 2 quarters.
HCR Wealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $1K in Q4 2020.
962 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.