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Legacy Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Legacy 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
Q2 		– Sell
-1,987
Closed -$205K – 234
2022
Q1 		$205K Buy
+1,987
New +$202K 0.04% 205
2018
Q4 		– Sell
-400
Closed -$31K – 404
2018
Q3 		$31K Buy
+400
New +$30.5K 0.02% 269

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Legacy Advisors's XLI Position: Q2 2022 in Review

Legacy Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2022, closing a stake of 1,987 shares — an estimated $205K sold.

Legacy Advisors first reported a position in XLI in Q3 2018 and held it in 2 quarters. The position peaked at $205K in Q1 2022. 974 funds tracked by Wall St. Rank hold XLI as of Q2 2022.

  • Legacy Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
  • Legacy Advisors sold 1,987 State Street Industrial Select Sector SPDR ETF shares in Q2 2022, an estimated $205K.
  • Legacy Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2018 and held it in 2 quarters.
  • Legacy Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $205K in Q1 2022.
  • 974 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2022.

Based on Legacy Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.