IW
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Imprint Wealth’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Imprint Wealth’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
Q1 		$1.3M Buy
10,378
+8,527
+461% +$1M 0.31% 75
2023
Q4 		$211K Buy
+1,851
New +$194K 0.17% 145
2023
Q2 		– Sell
-4,390
Closed -$439K – 182
2023
Q1 		$439K Buy
+4,390
New +$442K 0.29% 96

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Imprint Wealth's XLI Position: Q1 2024 in Review

Imprint Wealth increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 461% in Q1 2024, buying an estimated $1M and bringing the position to 10,378 shares worth $1.3M. The position accounts for 0.31% of the portfolio, ranked #75.

Imprint Wealth first reported a position in XLI in Q1 2023 and has held it in 3 quarters since. 1,213 funds tracked by Wall St. Rank hold XLI as of Q1 2024.

  • Imprint Wealth held 10,378 shares of State Street Industrial Select Sector SPDR ETF worth $1.3M as of Q1 2024.
  • Imprint Wealth bought 8,527 State Street Industrial Select Sector SPDR ETF shares in Q1 2024, an estimated $1M.
  • State Street Industrial Select Sector SPDR ETF made up 0.31% of Imprint Wealth's portfolio in Q1 2024, its #75 holding.
  • Imprint Wealth first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2023 and has held it in 3 quarters since.
  • 1,213 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.