Kingsbury Capital Investment Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Kingsbury Capital Investment 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
2022 Q3	$501K	Sell	6,050 -3,741	-38%	-$344K	0.76%	28
2022 Q2	$855K	Sell	9,791 -449	-4%	-$42.3K	1.18%	16
2022 Q1	$1.05M	Buy	+10,240	New	+$1.04M	1.16%	18

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Kingsbury Capital Investment Advisors's XLI Position: Q3 2022 in Review

Kingsbury Capital Investment Advisors reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 38% in Q3 2022, selling an estimated $344K and leaving 6,050 shares worth $501K. The position accounts for 0.76% of the portfolio, ranked #28.

Kingsbury Capital Investment Advisors first reported a position in XLI in Q1 2022 and has held it in 3 quarters since. The position peaked at $1.05M in Q1 2022. 935 funds tracked by Wall St. Rank hold XLI as of Q3 2022.

Kingsbury Capital Investment Advisors held 6,050 shares of State Street Industrial Select Sector SPDR ETF worth $501K as of Q3 2022.
Kingsbury Capital Investment Advisors sold 3,741 State Street Industrial Select Sector SPDR ETF shares in Q3 2022, an estimated $344K.
State Street Industrial Select Sector SPDR ETF made up 0.76% of Kingsbury Capital Investment Advisors's portfolio in Q3 2022, its #28 holding.
Kingsbury Capital Investment Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2022 and has held it in 3 quarters since.
Kingsbury Capital Investment Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $1.05M in Q1 2022.
935 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2022.

Based on Kingsbury Capital Investment Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.