Horan Securities’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Horan Securities’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 Q3	–	Sell	-161	Closed	-$17.3K	–	686
2023 Q2	$17.3K	Hold	161	–	–	0.01%	333
2023 Q1	$16.3K	Hold	161	–	–	0.01%	327
2022 Q4	$15.8K	Hold	161	–	–	0.01%	319
2022 Q3	$13K	Buy	161 +1	+0.6%	+$92	0.01%	327
2022 Q2	$14K	Hold	160	–	–	0.01%	291
2022 Q1	$16K	Hold	160	–	–	0.01%	275
2021 Q4	$17K	Buy	+160	New	+$16.6K	0.01%	267
2021 Q2	$16K	Hold	159	–	–	0.01%	257
2021 Q1	$16K	Buy	159 +1	+0.6%	+$92	0.01%	228
2020 Q4	$14K	Sell	158 -612	-79%	-$51.6K	0.01%	226
2020 Q3	$59K	Buy	+770	New	+$57.6K	0.06%	93

Other funds holding XLI

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Horan Securities's XLI Position: Q3 2023 in Review

Horan Securities sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2023, closing a stake of 161 shares — an estimated $17.3K sold.

Horan Securities first reported a position in XLI in Q3 2020 and held it in 11 quarters. The position peaked at $59K in Q3 2020. 1,085 funds tracked by Wall St. Rank hold XLI as of Q3 2023.

Horan Securities reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Horan Securities sold 161 State Street Industrial Select Sector SPDR ETF shares in Q3 2023, an estimated $17.3K.
Horan Securities first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2020 and held it in 11 quarters.
Horan Securities's State Street Industrial Select Sector SPDR ETF position peaked at $59K in Q3 2020.
1,085 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.