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

Jeppson 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
2020
Q4 		– Sell
-100
Closed -$8K – 467
2020
Q3 		$8K Buy
+100
New +$7.48K 0.01% 418

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jeppson Wealth Management's XLI Position: Q4 2020 in Review

Jeppson Wealth Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2020, closing a stake of 100 shares — an estimated $8K sold.

Jeppson Wealth Management first reported a position in XLI in Q3 2020 and held it in 1 quarter. The position peaked at $8K in Q3 2020. 896 funds tracked by Wall St. Rank hold XLI as of Q4 2020.

  • Jeppson Wealth Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 100 State Street Industrial Select Sector SPDR ETF shares in Q4 2020, an estimated $8K.
  • Jeppson Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $8K in Q3 2020.
  • 896 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.