Lehman & Derafelo Financial Resources’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Lehman & Derafelo Financial Resources’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	–	Sell	-176	Closed	-$15K	–	207
2022 Q3	$15K	Hold	176	–	–	﹤0.01%	157
2022 Q2	$15K	Buy	+176	New	+$16.6K	﹤0.01%	162
2021 Q4	–	Sell	-176	Closed	-$17K	–	197
2021 Q3	$17K	Hold	176	–	–	0.01%	160
2021 Q2	$18K	Hold	176	–	–	﹤0.01%	183
2021 Q1	$17K	Hold	176	–	–	﹤0.01%	182
2020 Q4	$16K	Hold	176	–	–	﹤0.01%	185
2020 Q3	$14K	Hold	176	–	–	﹤0.01%	224
2020 Q2	$12K	Hold	176	–	–	﹤0.01%	212
2020 Q1	$10K	Hold	176	–	–	﹤0.01%	159
2019 Q4	$14K	Hold	176	–	–	0.01%	169
2019 Q3	$14K	Sell	176 -663	-79%	-$50.9K	0.01%	157
2019 Q2	$65K	Hold	839	–	–	0.03%	115
2019 Q1	$63K	Hold	839	–	–	0.03%	118
2018 Q4	$54K	Buy	+839	New	+$59.5K	0.03%	110

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

Lehman & Derafelo Financial Resources's XLI Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2022, closing a stake of 176 shares — an estimated $15K sold.

Lehman & Derafelo Financial Resources first reported a position in XLI in Q4 2018 and held it in 14 quarters. The position peaked at $65K in Q2 2019. 1,043 funds tracked by Wall St. Rank hold XLI as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 176 State Street Industrial Select Sector SPDR ETF shares in Q4 2022, an estimated $15K.
Lehman & Derafelo Financial Resources first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2018 and held it in 14 quarters.
Lehman & Derafelo Financial Resources's State Street Industrial Select Sector SPDR ETF position peaked at $65K in Q2 2019.
1,043 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.