Hershey Trust Company’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Hershey Trust Company’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	-38,148	Closed	-$3.33M	–	35
2022 Q2	$3.33M	Sell	38,148 -166,382	-81%	-$15.7M	0.03%	10
2022 Q1	$21.1M	Buy	204,530 +20,300	+11%	+$2.06M	0.16%	5
2021 Q4	$19.5M	Hold	184,230	–	–	0.16%	6
2021 Q3	$18M	Buy	184,230 +230	+0.1%	+$23.6K	0.17%	3
2021 Q2	$18.8M	Hold	184,000	–	–	0.18%	2
2021 Q1	$18.1M	Buy	+184,000	New	+$16.8M	0.19%	3

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Hershey Trust Company's XLI Position: Q3 2022 in Review

Hershey Trust Company sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2022, closing a stake of 38,148 shares — an estimated $3.33M sold.

Hershey Trust Company first reported a position in XLI in Q1 2021 and held it in 6 quarters. The position peaked at $21.1M in Q1 2022. 934 funds tracked by Wall St. Rank hold XLI as of Q3 2022.

Hershey Trust Company reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
Hershey Trust Company sold 38,148 State Street Industrial Select Sector SPDR ETF shares in Q3 2022, an estimated $3.33M.
Hershey Trust Company first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2021 and held it in 6 quarters.
Hershey Trust Company's State Street Industrial Select Sector SPDR ETF position peaked at $21.1M in Q1 2022.
934 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2022.

Based on Hershey Trust Company's 13F filing for Q3 2022, filed 15 Nov 2022.