Kings Point Capital Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Kings Point Capital 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
2022 Q1	$763K	Buy	7,409 +326	+5%	+$33.1K	0.07%	112
2021 Q4	$749K	Sell	7,083 -1,382	-16%	-$144K	0.06%	124
2021 Q3	$828K	Buy	8,465 +188	+2%	+$19.3K	0.07%	113
2021 Q2	$848K	Buy	8,277 +9	+0.1%	+$922	0.08%	118
2021 Q1	$814K	Buy	8,268 +5,773	+231%	+$529K	0.08%	111
2020 Q4	$221K	Hold	2,495	–	–	0.02%	178
2020 Q3	$192K	Buy	2,495 +1,698	+213%	+$127K	0.02%	178
2020 Q2	$55K	Sell	797 -950	-54%	-$61.6K	0.01%	270
2020 Q1	$103K	Hold	1,747	–	–	0.02%	212
2019 Q4	$142K	Sell	1,747 -189	-10%	-$15.1K	0.02%	213
2019 Q3	$150K	Buy	1,936 +189	+11%	+$14.5K	0.03%	180
2019 Q2	$135K	Buy	1,747 +10	+0.6%	+$760	0.02%	172
2019 Q1	$130K	Buy	1,737 +1	+0.1%	+$72	0.03%	161
2018 Q4	$112K	Buy	1,736 +951	+121%	+$67.4K	0.03%	154
2018 Q3	$62K	Sell	785 -14	-2%	-$1.07K	0.01%	219
2018 Q2	$57K	Buy	799 +1	+0.1%	+$74	0.01%	226
2018 Q1	$59K	Hold	798	–	–	0.01%	221
2017 Q4	$60K	Buy	798 +1	+0.1%	+$73	0.01%	220
2017 Q3	$57K	Buy	797 +1	+0.1%	+$69	0.01%	216
2017 Q2	$54K	Buy	796 +165	+26%	+$11K	0.01%	213
2017 Q1	$41K	Hold	631	–	–	0.01%	237
2016 Q4	$39K	Hold	631	–	–	0.01%	213
2016 Q3	$37K	Hold	631	–	–	0.01%	211
2016 Q2	$35K	Hold	631	–	–	0.01%	219
2016 Q1	$35K	Sell	631 -2,600	-80%	-$134K	0.01%	215
2015 Q4	$171K	Hold	3,231	–	–	0.04%	121
2015 Q3	$161K	Hold	3,231	–	–	0.04%	132
2015 Q2	$175K	Sell	3,231 -190	-6%	-$10.7K	0.04%	130
2015 Q1	$191K	Buy	3,421 +190	+6%	+$10.7K	0.05%	125
2014 Q4	$183K	Sell	3,231 -130	-4%	-$7.14K	0.05%	116
2014 Q3	$179K	Hold	3,361	–	–	0.05%	113
2014 Q2	$182K	Buy	3,361 +2,600	+342%	+$139K	0.05%	110
2014 Q1	$40K	Hold	761	–	–	0.01%	188
2013 Q4	$40K	Hold	761	–	–	0.01%	184
2013 Q3	$35K	Hold	761	–	–	0.01%	200
2013 Q2	$32K	Buy	+761	New	+$32.3K	0.01%	216

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

Kings Point Capital Management's XLI Position: Q1 2022 in Review

Kings Point Capital Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 4.6% in Q1 2022, buying an estimated $33.1K and bringing the position to 7,409 shares worth $763K. The position accounts for 0.07% of the portfolio, ranked #112.

Kings Point Capital Management first reported a position in XLI in Q2 2013 and has held it in 36 quarters since. The position peaked at $848K in Q2 2021. 1,068 funds tracked by Wall St. Rank hold XLI as of Q1 2022.

Kings Point Capital Management held 7,409 shares of State Street Industrial Select Sector SPDR ETF worth $763K as of Q1 2022.
Kings Point Capital Management bought 326 State Street Industrial Select Sector SPDR ETF shares in Q1 2022, an estimated $33.1K.
State Street Industrial Select Sector SPDR ETF made up 0.07% of Kings Point Capital Management's portfolio in Q1 2022, its #112 holding.
Kings Point Capital Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and has held it in 36 quarters since.
Kings Point Capital Management's State Street Industrial Select Sector SPDR ETF position peaked at $848K in Q2 2021.
1,068 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.