Householder Group Estate & Retirement Specialist’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$22K	Sell	173 -2,130	-92%	-$294K	0.02%	282
2024 Q3	$311K	Buy	2,303 +34	+1%	+$4.32K	0.09%	188
2024 Q2	$276K	Buy	2,269 +269	+13%	+$33.2K	0.08%	200
2024 Q1	$252K	Sell	2,000 -91	-4%	-$10.7K	0.08%	217
2023 Q4	$238K	Sell	2,091 -136	-6%	-$14.3K	0.08%	218
2023 Q3	$226K	Buy	+2,227	New	+$238K	0.08%	206
2023 Q1	$122K	Buy	+1,207	New	+$121K	0.05%	262
2022 Q4	–	Sell	-1,102	Closed	-$91K	–	1183
2022 Q3	$91K	Buy	+1,102	New	+$101K	0.04%	290

Other funds holding XLI

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

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

Householder Group Estate & Retirement Specialist's XLI Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 92% in Q4 2024, selling an estimated $294K and leaving 173 shares worth $22K. The position accounts for 0.02% of the portfolio, ranked #282.

Householder Group Estate & Retirement Specialist first reported a position in XLI in Q3 2022 and has held it in 8 quarters since. The position peaked at $311K in Q3 2024. 1,371 funds tracked by Wall St. Rank hold XLI as of Q4 2024.

Householder Group Estate & Retirement Specialist held 173 shares of State Street Industrial Select Sector SPDR ETF worth $22K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 2,130 State Street Industrial Select Sector SPDR ETF shares in Q4 2024, an estimated $294K.
State Street Industrial Select Sector SPDR ETF made up 0.02% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #282 holding.
Householder Group Estate & Retirement Specialist first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's State Street Industrial Select Sector SPDR ETF position peaked at $311K in Q3 2024.
1,371 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.