Johnson & White Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Johnson & White 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
2023 Q1	–	Sell	-5,775	Closed	-$637K	–	127
2022 Q4	$637K	Buy	+5,775	New	+$550K	0.64%	42

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

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Johnson & White Wealth Management's XLI Position: Q1 2023 in Review

Johnson & White Wealth Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2023, closing a stake of 5,775 shares — an estimated $637K sold.

Johnson & White Wealth Management first reported a position in XLI in Q4 2022 and held it in 1 quarter. The position peaked at $637K in Q4 2022. 1,050 funds tracked by Wall St. Rank hold XLI as of Q1 2023.

Johnson & White Wealth Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Johnson & White Wealth Management sold 5,775 State Street Industrial Select Sector SPDR ETF shares in Q1 2023, an estimated $637K.
Johnson & White Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2022 and held it in 1 quarter.
Johnson & White Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $637K in Q4 2022.
1,050 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2023.

Based on Johnson & White Wealth Management's 13F filing for Q1 2023, filed 17 Apr 2023.