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Kellett Wealth Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Kellett 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
2024
Q2 		– Sell
-3,628
Closed -$457K – 89
2024
Q1 		$457K Buy
3,628
+169
+5% +$19.9K 0.32% 42
2023
Q4 		$394K Buy
+3,459
New +$363K 0.29% 44

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

Kellett Wealth Advisors's XLI Position: Q2 2024 in Review

Kellett Wealth Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2024, closing a stake of 3,628 shares — an estimated $457K sold.

Kellett Wealth Advisors first reported a position in XLI in Q4 2023 and held it in 2 quarters. The position peaked at $457K in Q1 2024. 1,223 funds tracked by Wall St. Rank hold XLI as of Q2 2024.

  • Kellett Wealth Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
  • Kellett Wealth Advisors sold 3,628 State Street Industrial Select Sector SPDR ETF shares in Q2 2024, an estimated $457K.
  • Kellett Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2023 and held it in 2 quarters.
  • Kellett Wealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $457K 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 Kellett Wealth Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.