KIG
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Kowal Investment Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Kowal Investment Group’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 		– Sell
-2,324
Closed -$203K – 156
2022
Q2 		$203K Buy
2,324
+10
+0.4% +$943 0.07% 135
2022
Q1 		$238K Buy
+2,314
New +$235K 0.07% 113
2021
Q4 		– Sell
-214
Closed -$21K – 965
2021
Q3 		$21K Buy
+214
New +$22K 0.01% 382

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Kowal Investment Group's XLI Position: Q3 2022 in Review

Kowal Investment Group sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2022, closing a stake of 2,324 shares — an estimated $203K sold.

Kowal Investment Group first reported a position in XLI in Q3 2021 and held it in 3 quarters. The position peaked at $238K in Q1 2022. 934 funds tracked by Wall St. Rank hold XLI as of Q3 2022.

  • Kowal Investment Group reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
  • Kowal Investment Group sold 2,324 State Street Industrial Select Sector SPDR ETF shares in Q3 2022, an estimated $203K.
  • Kowal Investment Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2021 and held it in 3 quarters.
  • Kowal Investment Group's State Street Industrial Select Sector SPDR ETF position peaked at $238K in Q1 2022.
  • 934 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2022.

Based on Kowal Investment Group's 13F filing for Q3 2022, filed 9 Nov 2022.