IIC
XLI icon

Ironwood Investment Counsel’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Ironwood Investment Counsel’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
2023
Q1 		– Sell
-3,048
Closed -$299K – 219
2022
Q4 		$299K Buy
+3,048
New +$290K 0.07% 168

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $1.56T AUM 27.86% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ironwood Investment Counsel's XLI Position: Q1 2023 in Review

Ironwood Investment Counsel sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2023, closing a stake of 3,048 shares — an estimated $299K sold.

Ironwood Investment Counsel first reported a position in XLI in Q4 2022 and held it in 1 quarter. The position peaked at $299K in Q4 2022. 1,051 funds tracked by Wall St. Rank hold XLI as of Q1 2023.

  • Ironwood Investment Counsel reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • Ironwood Investment Counsel sold 3,048 State Street Industrial Select Sector SPDR ETF shares in Q1 2023, an estimated $299K.
  • Ironwood Investment Counsel first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2022 and held it in 1 quarter.
  • Ironwood Investment Counsel's State Street Industrial Select Sector SPDR ETF position peaked at $299K in Q4 2022.
  • 1,051 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2023.

Based on Ironwood Investment Counsel's 13F filing for Q1 2023, filed 11 May 2023.