Laurel Wealth Advisors (California)’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	$471K	Sell	4,796 -1,254	-21%	-$119K	0.05%	370
2022 Q3	$501K	Sell	6,050 -66	-1%	-$6.08K	0.05%	342
2022 Q2	$534K	Sell	6,116 -378	-6%	-$35.6K	0.05%	339
2022 Q1	$668K	Sell	6,494 -268	-4%	-$27.2K	0.06%	338
2021 Q4	$715K	Buy	6,762 +1,903	+39%	+$198K	0.06%	343
2021 Q3	$475K	Sell	4,859 -18,871	-80%	-$1.94M	0.09%	245
2021 Q2	$2.43M	Buy	23,730 +1,201	+5%	+$123K	0.31%	79
2021 Q1	$2.22M	Buy	22,529 +19,828	+734%	+$1.82M	0.34%	71
2020 Q4	$239K	Buy	+2,701	New	+$228K	0.04%	387

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Laurel Wealth Advisors (California)'s XLI Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 21% in Q4 2022, selling an estimated $119K and leaving 4,796 shares worth $471K. The position accounts for 0.05% of the portfolio, ranked #370.

Laurel Wealth Advisors (California) first reported a position in XLI in Q4 2020 and has held it in 9 quarters since. The position peaked at $2.43M in Q2 2021. 1,043 funds tracked by Wall St. Rank hold XLI as of Q4 2022.

Laurel Wealth Advisors (California) held 4,796 shares of State Street Industrial Select Sector SPDR ETF worth $471K as of Q4 2022.
Laurel Wealth Advisors (California) sold 1,254 State Street Industrial Select Sector SPDR ETF shares in Q4 2022, an estimated $119K.
State Street Industrial Select Sector SPDR ETF made up 0.05% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #370 holding.
Laurel Wealth Advisors (California) first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and has held it in 9 quarters since.
Laurel Wealth Advisors (California)'s State Street Industrial Select Sector SPDR ETF position peaked at $2.43M in Q2 2021.
1,043 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.