Legacy Capital Wealth Partners’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Legacy Capital Wealth Partners’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
2023 Q4	–	Sell	-2,773	Closed	-$281K	–	310
2023 Q3	$281K	Sell	2,773 -14,174	-84%	-$1.52M	0.08%	219
2023 Q2	$1.82M	Sell	16,947 -20,874	-55%	-$2.1M	1.51%	25
2023 Q1	$3.83M	Sell	37,821 -19,781	-34%	-$1.99M	1.04%	23
2022 Q4	$5.66M	Buy	57,602 +1,641	+3%	+$156K	2.7%	15
2022 Q3	$4.64M	Buy	55,961 +7,180	+15%	+$661K	2.46%	16
2022 Q2	$4.26M	Sell	48,781 -574	-1%	-$54.1K	2.14%	18
2022 Q1	$5.08M	Buy	+49,355	New	+$5.01M	2.18%	18

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Legacy Capital Wealth Partners's XLI Position: Q4 2023 in Review

Legacy Capital Wealth Partners sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2023, closing a stake of 2,773 shares — an estimated $281K sold.

Legacy Capital Wealth Partners first reported a position in XLI in Q1 2022 and held it in 7 quarters. The position peaked at $5.66M in Q4 2022. 1,187 funds tracked by Wall St. Rank hold XLI as of Q4 2023.

Legacy Capital Wealth Partners reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Legacy Capital Wealth Partners sold 2,773 State Street Industrial Select Sector SPDR ETF shares in Q4 2023, an estimated $281K.
Legacy Capital Wealth Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2022 and held it in 7 quarters.
Legacy Capital Wealth Partners's State Street Industrial Select Sector SPDR ETF position peaked at $5.66M in Q4 2022.
1,187 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2023.

Based on Legacy Capital Wealth Partners's 13F filing for Q4 2023, filed 5 Feb 2024.