L.J. Altfest & Co’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

L.J. Altfest & Co’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
2021 Q3	–	Sell	-2,391	Closed	-$245K	–	283
2021 Q2	$245K	Buy	2,391 +6	+0.3%	+$615	0.05%	234
2021 Q1	$235K	Buy	2,385 +6	+0.3%	+$549	0.06%	239
2020 Q4	$211K	Sell	2,379 -288	-11%	-$24.3K	0.05%	249
2020 Q3	$205K	Sell	2,667 -1,313	-33%	-$98.2K	0.05%	213
2020 Q2	$273K	Sell	3,980 -1,702	-30%	-$110K	0.08%	170
2020 Q1	$335K	Sell	5,682 -1,463	-20%	-$110K	0.1%	124
2019 Q4	$582K	Sell	7,145 -272	-4%	-$21.7K	0.15%	97
2019 Q3	$576K	Sell	7,417 -1,163	-14%	-$89.2K	0.15%	91
2019 Q2	$664K	Sell	8,580 -23,806	-74%	-$1.81M	0.18%	86
2019 Q1	$2.43M	Sell	32,386 -718	-2%	-$52K	0.59%	31
2018 Q4	$2.13M	Buy	33,104 +25,792	+353%	+$1.83M	0.6%	26
2018 Q3	$573K	Buy	+7,312	New	+$557K	0.17%	99
2018 Q1	–	Sell	-23,911	Closed	-$1.81M	–	174
2017 Q4	$1.81M	Buy	+23,911	New	+$1.74M	0.69%	27

Other funds holding XLI

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

L.J. Altfest & Co's XLI Position: Q3 2021 in Review

L.J. Altfest & Co sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2021, closing a stake of 2,391 shares — an estimated $245K sold.

L.J. Altfest & Co first reported a position in XLI in Q4 2017 and held it in 13 quarters. The position peaked at $2.43M in Q1 2019. 1,002 funds tracked by Wall St. Rank hold XLI as of Q3 2021.

L.J. Altfest & Co reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2021 after selling out during the quarter.
L.J. Altfest & Co sold 2,391 State Street Industrial Select Sector SPDR ETF shares in Q3 2021, an estimated $245K.
L.J. Altfest & Co first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2017 and held it in 13 quarters.
L.J. Altfest & Co's State Street Industrial Select Sector SPDR ETF position peaked at $2.43M in Q1 2019.
1,002 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2021.

Based on L.J. Altfest & Co's 13F filing for Q3 2021, filed 12 Oct 2021.