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Hochman Cole Investment Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Hochman Cole Investment 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
Q3 		$1.56M Sell
15,914
-590
-4% -$60.6K 0.61% 37
2021
Q2 		$1.69M Buy
16,504
+4
+0% +$410 0.67% 34
2021
Q1 		$1.63M Buy
16,500
+378
+2% +$34.6K 0.68% 35
2020
Q4 		$1.43M Sell
16,122
-305
-2% -$25.7K 0.62% 33
2020
Q3 		$1.26M Sell
16,427
-881
-5% -$65.9K 0.62% 33
2020
Q2 		$1.19M Sell
17,308
-150
-0.9% -$9.73K 0.66% 33
2020
Q1 		$1.03M Sell
17,458
-1,439
-8% -$108K 0.71% 38
2019
Q4 		$1.54M Sell
18,897
-321
-2% -$25.6K 0.84% 28
2019
Q3 		$1.49M Sell
19,218
-944
-5% -$72.4K 0.93% 28
2019
Q2 		$1.56M Sell
20,162
-230
-1% -$17.5K 0.93% 26
2019
Q1 		$1.53M Sell
20,392
-87
-0.4% -$6.3K 0.91% 29
2018
Q4 		$1.32M Buy
20,479
+230
+1% +$16.3K 0.91% 30
2018
Q3 		$1.59M Sell
20,249
-80
-0.4% -$6.1K 0.99% 27
2018
Q2 		$1.46M Sell
20,329
-779
-4% -$57.8K 0.96% 28
2018
Q1 		$1.57M Sell
21,108
-1,076
-5% -$82.9K 1.09% 27
2017
Q4 		$1.68M Buy
22,184
+1,269
+6% +$92.3K 1.06% 28
2017
Q3 		$1.49M Hold
20,915
– – 0.97% 31
2017
Q2 		$1.43M Buy
20,915
+1,346
+7% +$89.8K 0.99% 30
2017
Q1 		$1.27M Sell
19,569
-967
-5% -$62.5K 0.92% 30
2016
Q4 		$1.28M Sell
20,536
-1,299
-6% -$78.3K 0.93% 29
2016
Q3 		$1.27M Buy
21,835
+1,373
+7% +$79.7K 0.95% 30
2016
Q2 		$1.15M Hold
20,462
– – 0.94% 27
2016
Q1 		$1.14M Sell
20,462
-867
-4% -$44.8K 0.97% 28
2015
Q4 		$1.13M Buy
+21,329
New +$1.14M 0.96% 29

Other funds holding XLI

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Hochman Cole Investment Advisors's XLI Position: Q3 2021 in Review

Hochman Cole Investment Advisors reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 3.6% in Q3 2021, selling an estimated $60.6K and leaving 15,914 shares worth $1.56M. The position accounts for 0.61% of the portfolio, ranked #37.

Hochman Cole Investment Advisors first reported a position in XLI in Q4 2015 and has held it in 24 quarters since. The position peaked at $1.69M in Q2 2021. 1,002 funds tracked by Wall St. Rank hold XLI as of Q3 2021.

  • Hochman Cole Investment Advisors held 15,914 shares of State Street Industrial Select Sector SPDR ETF worth $1.56M as of Q3 2021.
  • Hochman Cole Investment Advisors sold 590 State Street Industrial Select Sector SPDR ETF shares in Q3 2021, an estimated $60.6K.
  • State Street Industrial Select Sector SPDR ETF made up 0.61% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #37 holding.
  • Hochman Cole Investment Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2015 and has held it in 24 quarters since.
  • Hochman Cole Investment Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $1.69M in Q2 2021.
  • 1,002 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.