Institutional & Family Asset Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Institutional & Family Asset Management’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
2022 Q2	–	Sell	-111	Closed	-$11K	–	809
2022 Q1	$11K	Sell	111 -1,444	-93%	-$147K	﹤0.01%	433
2021 Q4	$165K	Sell	1,555 -2,812	-64%	-$292K	0.03%	169
2021 Q3	$427K	Buy	4,367 +2,254	+107%	+$232K	0.07%	128
2021 Q2	$216K	Buy	2,113 +3	+0.1%	+$307	0.04%	170
2021 Q1	$208K	Buy	2,110 +1,999	+1,801%	+$183K	0.04%	183
2020 Q4	$10K	Hold	111	–	–	﹤0.01%	547
2020 Q3	$9K	Hold	111	–	–	﹤0.01%	511
2020 Q2	$8K	Sell	111 -825	-88%	-$53.5K	﹤0.01%	522
2020 Q1	$55K	Buy	936 +464	+98%	+$35K	0.01%	265
2019 Q4	$38K	Buy	472 +361	+325%	+$28.8K	0.01%	348
2019 Q3	$9K	Hold	111	–	–	﹤0.01%	497
2019 Q2	$9K	Sell	111 -89	-45%	-$6.77K	﹤0.01%	516
2019 Q1	$15K	Sell	200 -702	-78%	-$50.8K	﹤0.01%	454
2018 Q4	$58K	Hold	902	–	–	0.01%	299
2018 Q3	$71K	Buy	902 +476	+112%	+$36.3K	0.01%	319
2018 Q2	$31K	Buy	426 +35	+9%	+$2.6K	0.01%	390
2018 Q1	$29K	Buy	+391	New	+$30.1K	0.01%	380

Other funds holding XLI

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

Goldman Sachs New York $871B AUM 31.28% 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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Institutional & Family Asset Management's XLI Position: Q2 2022 in Review

Institutional & Family Asset Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2022, closing a stake of 111 shares — an estimated $11K sold.

Institutional & Family Asset Management first reported a position in XLI in Q1 2018 and held it in 17 quarters. The position peaked at $427K in Q3 2021. 974 funds tracked by Wall St. Rank hold XLI as of Q2 2022.

Institutional & Family Asset Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 111 State Street Industrial Select Sector SPDR ETF shares in Q2 2022, an estimated $11K.
Institutional & Family Asset Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2018 and held it in 17 quarters.
Institutional & Family Asset Management's State Street Industrial Select Sector SPDR ETF position peaked at $427K in Q3 2021.
974 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2022.

Based on Institutional & Family Asset Management's 13F filing for Q2 2022, filed 8 Aug 2022.