JP Morgan Private Wealth Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

JP Morgan Private Wealth Advisors’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 Q3	$21.2M	Sell	209,088 -16,846	-7%	-$1.8M	0.06%	268
2023 Q2	$24.2M	Sell	225,934 -22,404	-9%	-$2.26M	0.13%	145
2023 Q1	$25.1M	Sell	248,338 -66,732	-21%	-$6.71M	0.05%	281
2022 Q4	$30.9M	Buy	315,070 +36,791	+13%	+$3.5M	0.07%	245
2022 Q3	$23.1M	Sell	278,279 -10,186	-4%	-$938K	0.06%	267
2022 Q2	$25.2M	Buy	288,465 +1,269	+0.4%	+$120K	0.06%	260
2022 Q1	$29.6M	Sell	287,196 -9,072	-3%	-$921K	0.06%	262
2021 Q4	$31.3M	Buy	296,268 +37,865	+15%	+$3.93M	0.07%	248
2021 Q3	$25.3M	Buy	258,403 +10,192	+4%	+$1.05M	0.06%	272
2021 Q2	$25.4M	Buy	248,211 +31,034	+14%	+$3.18M	0.07%	268
2021 Q1	$21.4M	Buy	217,177 +2,459	+1%	+$225K	0.07%	255
2020 Q4	$19M	Buy	214,718 +15,650	+8%	+$1.32M	0.06%	264
2020 Q3	$15.3M	Sell	199,068 -9,955	-5%	-$745K	0.06%	254
2020 Q2	$14.4M	Buy	209,023 +10,374	+5%	+$673K	0.07%	232
2020 Q1	$11.7M	Sell	198,649 -68,565	-26%	-$5.17M	0.07%	239
2019 Q4	$21.8M	Buy	267,214 +15,787	+6%	+$1.26M	0.1%	191
2019 Q3	$19.5M	Sell	251,427 -25,075	-9%	-$1.92M	0.1%	189
2019 Q2	$21.4M	Sell	276,502 -23,996	-8%	-$1.82M	0.12%	176
2019 Q1	$22.5M	Buy	300,498 +82,496	+38%	+$5.97M	0.12%	178
2018 Q4	$14M	Buy	218,002 +23,070	+12%	+$1.63M	0.09%	215
2018 Q3	$15.3M	Buy	194,932 +2,614	+1%	+$199K	0.07%	236
2018 Q2	$13.8M	Buy	192,318 +20,796	+12%	+$1.54M	0.08%	235
2018 Q1	$12.7M	Buy	171,522 +22,203	+15%	+$1.71M	0.09%	202
2017 Q4	$11.3M	Buy	149,319 +6,781	+5%	+$493K	0.07%	224
2017 Q3	$10.1M	Buy	142,538 +3,111	+2%	+$214K	0.07%	222
2017 Q2	$9.5M	Buy	139,427 +9,979	+8%	+$666K	0.07%	223
2017 Q1	$8.42M	Buy	129,448 +14,867	+13%	+$961K	0.07%	239
2016 Q4	$7.13M	Buy	114,581 +83,592	+270%	+$5.04M	0.06%	234
2016 Q3	$1.81M	Sell	30,989 -1,061	-3%	-$61.6K	0.02%	461
2016 Q2	$1.79M	Sell	32,050 -20,291	-39%	-$1.13M	0.02%	467
2016 Q1	$2.9M	Sell	52,341 -145,557	-74%	-$7.52M	0.03%	325
2015 Q4	$10.5M	Buy	197,898 +161,856	+449%	+$8.68M	0.11%	177
2015 Q3	$1.8M	Sell	36,042 -27,538	-43%	-$1.45M	0.02%	354
2015 Q2	$3.44M	Buy	63,580 +24,183	+61%	+$1.36M	0.04%	292
2015 Q1	$2.2M	Buy	39,397 +1,204	+3%	+$67.8K	0.03%	358
2014 Q4	$2.16M	Sell	38,193 -488	-1%	-$26.8K	0.03%	364
2014 Q3	$2.06M	Sell	38,681 -15,742	-29%	-$845K	0.03%	368
2014 Q2	$2.94M	Buy	54,423 +28,324	+109%	+$1.51M	0.05%	251
2014 Q1	$1.37M	Buy	26,099 +415	+2%	+$21.3K	0.03%	344
2013 Q4	$1.34M	Buy	25,684 +9,409	+58%	+$462K	0.03%	307
2013 Q3	$755K	Sell	16,275 -372	-2%	-$16.8K	0.02%	369
2013 Q2	$710K	Buy	+16,647	New	+$707K	0.02%	365

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 $1.81T AUM 41.13% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

JP Morgan Private Wealth Advisors's XLI Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 7.5% in Q3 2023, selling an estimated $1.8M and leaving 209,088 shares worth $21.2M. The position accounts for 0.06% of the portfolio, ranked #268.

JP Morgan Private Wealth Advisors first reported a position in XLI in Q2 2013 and has held it in 42 quarters since. The position peaked at $31.3M in Q4 2021. 1,087 funds tracked by Wall St. Rank hold XLI as of Q3 2023.

JP Morgan Private Wealth Advisors held 209,088 shares of State Street Industrial Select Sector SPDR ETF worth $21.2M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 16,846 State Street Industrial Select Sector SPDR ETF shares in Q3 2023, an estimated $1.8M.
State Street Industrial Select Sector SPDR ETF made up 0.06% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #268 holding.
JP Morgan Private Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and has held it in 42 quarters since.
JP Morgan Private Wealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $31.3M in Q4 2021.
1,087 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.