Janiczek Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Janiczek Wealth 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
2024 Q2	$610	Hold	5	–	–	﹤0.01%	988
2024 Q1	$630	Hold	5	–	–	﹤0.01%	984
2023 Q4	$570	Buy	+5	New	+$525	﹤0.01%	985

Other funds holding XLI

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janiczek Wealth Management's XLI Position: Q2 2024 in Review

Janiczek Wealth Management held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2024 at 5 shares worth $610. The position accounts for ﹤0.01% of the portfolio, ranked #988.

Janiczek Wealth Management first reported a position in XLI in Q4 2023 and has held it in 3 quarters since. The position peaked at $630 in Q1 2024. 1,223 funds tracked by Wall St. Rank hold XLI as of Q2 2024.

Janiczek Wealth Management held 5 shares of State Street Industrial Select Sector SPDR ETF worth $610 as of Q2 2024.
Janiczek Wealth Management left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2024.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #988 holding.
Janiczek Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2023 and has held it in 3 quarters since.
Janiczek Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $630 in Q1 2024.
1,223 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.