JT Stratford LLC’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

JT Stratford LLC’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
2022 Q1	–	Sell	-4,375	Closed	-$463K	–	236
2021 Q4	$463K	Buy	4,375 +2,267	+108%	+$235K	0.13%	145
2021 Q3	$206K	Buy	+2,108	New	+$217K	0.06%	204
2021 Q2	–	Sell	-3,700	Closed	-$364K	–	227
2021 Q1	$364K	Buy	3,700 +292	+9%	+$26.7K	0.13%	146
2020 Q4	$302K	Buy	+3,408	New	+$287K	0.11%	134

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

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

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

JT Stratford LLC's XLI Position: Q1 2022 in Review

JT Stratford LLC sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2022, closing a stake of 4,375 shares — an estimated $463K sold.

JT Stratford LLC first reported a position in XLI in Q4 2020 and held it in 4 quarters. The position peaked at $463K in Q4 2021. 1,068 funds tracked by Wall St. Rank hold XLI as of Q1 2022.

JT Stratford LLC reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
JT Stratford LLC sold 4,375 State Street Industrial Select Sector SPDR ETF shares in Q1 2022, an estimated $463K.
JT Stratford LLC first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and held it in 4 quarters.
JT Stratford LLC's State Street Industrial Select Sector SPDR ETF position peaked at $463K in Q4 2021.
1,068 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2022.

Based on JT Stratford LLC's 13F filing for Q1 2022, filed 12 May 2022.