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

Heritage Financial Services’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
Q3 		– Sell
-131
Closed -$11K – 507
2022
Q2 		$11K Buy
+131
New +$12.3K 0.01% 297

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Heritage Financial Services's XLI Position: Q3 2022 in Review

Heritage Financial Services sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2022, closing a stake of 131 shares — an estimated $11K sold.

Heritage Financial Services first reported a position in XLI in Q2 2022 and held it in 1 quarter. The position peaked at $11K in Q2 2022. 934 funds tracked by Wall St. Rank hold XLI as of Q3 2022.

  • Heritage Financial Services reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 131 State Street Industrial Select Sector SPDR ETF shares in Q3 2022, an estimated $11K.
  • Heritage Financial Services first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's State Street Industrial Select Sector SPDR ETF position peaked at $11K in Q2 2022.
  • 934 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.