Juncture Wealth Strategies’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Juncture Wealth Strategies’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	-2,069	Closed	-$219K	–	133
2021 Q4	$219K	Hold	2,069	–	–	0.1%	123
2021 Q3	$202K	Sell	2,069 -2	-0.1%	-$205	0.11%	115
2021 Q2	$216K	Sell	2,071 -16,801	-89%	-$1.72M	0.12%	104
2021 Q1	$1.86M	Buy	+18,872	New	+$1.73M	1.17%	23

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 $4.49B AUM 19.44% 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

Juncture Wealth Strategies's XLI Position: Q1 2022 in Review

Juncture Wealth Strategies sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2022, closing a stake of 2,069 shares — an estimated $219K sold.

Juncture Wealth Strategies first reported a position in XLI in Q1 2021 and held it in 4 quarters. The position peaked at $1.86M in Q1 2021. 1,068 funds tracked by Wall St. Rank hold XLI as of Q1 2022.

Juncture Wealth Strategies reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
Juncture Wealth Strategies sold 2,069 State Street Industrial Select Sector SPDR ETF shares in Q1 2022, an estimated $219K.
Juncture Wealth Strategies first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2021 and held it in 4 quarters.
Juncture Wealth Strategies's State Street Industrial Select Sector SPDR ETF position peaked at $1.86M in Q1 2021.
1,068 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2022.

Based on Juncture Wealth Strategies's 13F filing for Q1 2022, filed 14 Jul 2022.