LifePro Asset Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

LifePro Asset 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
2024 Q3	$399K	Sell	2,949 -122	-4%	-$15.5K	0.24%	91
2024 Q2	$374K	Sell	3,071 -270	-8%	-$33.3K	0.27%	81
2024 Q1	$421K	Buy	3,341 +235	+8%	+$27.7K	0.28%	79
2023 Q4	$354K	Buy	3,106 +174	+6%	+$18.3K	0.27%	78
2023 Q3	$297K	Sell	2,932 -77	-3%	-$8.24K	0.25%	83
2023 Q2	$323K	Buy	+3,009	New	+$303K	0.25%	79
2022 Q3	–	Sell	-2,744	Closed	-$240K	–	132
2022 Q2	$240K	Sell	2,744 -261	-9%	-$24.6K	0.12%	103
2022 Q1	$309K	Buy	3,005 +101	+3%	+$10.3K	0.11%	94
2021 Q4	$307K	Sell	2,904 -203	-7%	-$21.1K	0.09%	96
2021 Q3	$304K	Sell	3,107 -51	-2%	-$5.24K	0.09%	77
2021 Q2	$323K	Buy	3,158 +90	+3%	+$9.22K	0.1%	65
2021 Q1	$302K	Buy	3,068 +213	+7%	+$19.5K	0.1%	67
2020 Q4	$253K	Buy	+2,855	New	+$241K	0.08%	83

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

LifePro Asset Management's XLI Position: Q3 2024 in Review

LifePro Asset Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 4% in Q3 2024, selling an estimated $15.5K and leaving 2,949 shares worth $399K. The position accounts for 0.24% of the portfolio, ranked #91.

LifePro Asset Management first reported a position in XLI in Q4 2020 and has held it in 13 quarters since. The position peaked at $421K in Q1 2024. 1,262 funds tracked by Wall St. Rank hold XLI as of Q3 2024.

LifePro Asset Management held 2,949 shares of State Street Industrial Select Sector SPDR ETF worth $399K as of Q3 2024.
LifePro Asset Management sold 122 State Street Industrial Select Sector SPDR ETF shares in Q3 2024, an estimated $15.5K.
State Street Industrial Select Sector SPDR ETF made up 0.24% of LifePro Asset Management's portfolio in Q3 2024, its #91 holding.
LifePro Asset Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and has held it in 13 quarters since.
LifePro Asset Management's State Street Industrial Select Sector SPDR ETF position peaked at $421K in Q1 2024.
1,262 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.