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

JPL 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 		$245K Sell
2,010
-320
-14% -$39.4K 0.12% 92
2024
Q1 		$293K Buy
+2,330
New +$274K 0.16% 93

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 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

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

JPL Wealth Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 14% in Q2 2024, selling an estimated $39.4K and leaving 2,010 shares worth $245K. The position accounts for 0.12% of the portfolio, ranked #92.

JPL Wealth Management first reported a position in XLI in Q1 2024 and has held it in 2 quarters since. The position peaked at $293K in Q1 2024. 1,223 funds tracked by Wall St. Rank hold XLI as of Q2 2024.

  • JPL Wealth Management held 2,010 shares of State Street Industrial Select Sector SPDR ETF worth $245K as of Q2 2024.
  • JPL Wealth Management sold 320 State Street Industrial Select Sector SPDR ETF shares in Q2 2024, an estimated $39.4K.
  • State Street Industrial Select Sector SPDR ETF made up 0.12% of JPL Wealth Management's portfolio in Q2 2024, its #92 holding.
  • JPL Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2024 and has held it in 2 quarters since.
  • JPL Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $293K 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 JPL Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.