IP
XLI icon

Interval Partners’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Interval Partners’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
Q4 		– Sell
-250,000
Closed -$20.7M – 370
2022
Q3 		$20.7M Buy
+250,000
New +$23M 1.22% 25
2022
Q2 		– Sell
-30,000
Closed -$3.09M – 385
2022
Q1 		$3.09M Buy
+30,000
New +$3.05M 0.23% 158
2020
Q3 		– Sell
-50,000
Closed -$3.44M – 353
2020
Q2 		$3.44M Sell
50,000
-18,000
-26% -$1.17M 0.34% 98
2020
Q1 		$4.01M Buy
+68,000
New +$5.12M 0.41% 74
2019
Q3 		– Sell
-150,000
Closed -$11.6M – 303
2019
Q2 		$11.6M Buy
+150,000
New +$11.4M 0.62% 54

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return