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Insight Wealth Strategies’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Insight Wealth Strategies’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 		– Sell
-86,630
Closed -$11.7M – 177
2024
Q3 		$11.7M Buy
86,630
+773
+0.9% +$98.3K 1.55% 18
2024
Q2 		$10.5M Buy
85,857
+35,670
+71% +$4.4M 1.49% 20
2024
Q1 		$6.32M Buy
+50,187
New +$5.91M 0.93% 26

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Insight Wealth Strategies's XLI Position: Q4 2024 in Review

Insight Wealth Strategies sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2024, closing a stake of 86,630 shares — an estimated $11.7M sold.

Insight Wealth Strategies first reported a position in XLI in Q1 2024 and held it in 3 quarters. The position peaked at $11.7M in Q3 2024. 1,371 funds tracked by Wall St. Rank hold XLI as of Q4 2024.

  • Insight Wealth Strategies reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • Insight Wealth Strategies sold 86,630 State Street Industrial Select Sector SPDR ETF shares in Q4 2024, an estimated $11.7M.
  • Insight Wealth Strategies first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2024 and held it in 3 quarters.
  • Insight Wealth Strategies's State Street Industrial Select Sector SPDR ETF position peaked at $11.7M 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 Insight Wealth Strategies's 13F filing for Q4 2024, filed 6 Jan 2025.