Lake Point Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Lake Point Wealth 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 Q2	$1K	Hold	9	–	–	﹤0.01%	428
2022 Q1	$1K	Hold	9	–	–	﹤0.01%	413
2021 Q4	$1K	Hold	9	–	–	﹤0.01%	428
2021 Q3	$1K	Hold	9	–	–	﹤0.01%	393
2021 Q2	$1K	Buy	+9	New	+$922	﹤0.01%	402
2020 Q1	$1K	Hold	9	–	–	﹤0.01%	367
2019 Q4	$1K	Buy	+9	New	+$718	﹤0.01%	585
2019 Q2	$23K	Hold	293	–	–	0.01%	225
2019 Q1	$23K	Buy	293 +28	+11%	+$2.03K	0.01%	225
2018 Q4	$17K	Buy	+265	New	+$18.8K	0.01%	376

Other funds holding XLI

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Lake Point Wealth Management's XLI Position: Q2 2022 in Review

Lake Point Wealth Management held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2022 at 9 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Lake Point Wealth Management first reported a position in XLI in Q4 2018 and has held it in 10 quarters since. The position peaked at $23K in Q2 2019. 974 funds tracked by Wall St. Rank hold XLI as of Q2 2022.

Lake Point Wealth Management held 9 shares of State Street Industrial Select Sector SPDR ETF worth $1K as of Q2 2022.
Lake Point Wealth Management left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2022.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #428 holding.
Lake Point Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $23K in Q2 2019.
974 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.