High Net Worth Advisory Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

High Net Worth Advisory Group’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
2023 Q1	–	Sell	-13	Closed	-$1.28K	–	590
2022 Q4	$1.28K	Sell	13 -9	-41%	-$857	﹤0.01%	589
2022 Q3	$2K	Buy	22 +9	+69%	+$829	﹤0.01%	642
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	664
2022 Q1	$1K	Hold	13	–	–	﹤0.01%	676
2021 Q4	$1K	Buy	+13	New	+$1.35K	﹤0.01%	684

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

High Net Worth Advisory Group's XLI Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2023, closing a stake of 13 shares — an estimated $1.28K sold.

High Net Worth Advisory Group first reported a position in XLI in Q4 2021 and held it in 5 quarters. The position peaked at $2K in Q3 2022. 1,050 funds tracked by Wall St. Rank hold XLI as of Q1 2023.

High Net Worth Advisory Group reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 13 State Street Industrial Select Sector SPDR ETF shares in Q1 2023, an estimated $1.28K.
High Net Worth Advisory Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's State Street Industrial Select Sector SPDR ETF position peaked at $2K in Q3 2022.
1,050 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.