Linscomb Wealth’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Linscomb Wealth’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 Q2	–	Sell	-2,734	Closed	-$277K	–	290
2023 Q1	$277K	Buy	2,734 +20	+0.7%	+$2.01K	0.01%	260
2022 Q4	$267K	Buy	2,714 +38	+1%	+$3.62K	0.01%	297
2022 Q3	$222K	Sell	2,676 -200	-7%	-$18.4K	0.01%	271
2022 Q2	$251K	Sell	2,876 -937	-25%	-$88.3K	0.01%	265
2022 Q1	$393K	Hold	3,813	–	–	0.02%	253
2021 Q4	$403K	Buy	3,813 +1	+0%	+$104	0.02%	246
2021 Q3	$373K	Sell	3,812 -90	-2%	-$9.24K	0.02%	248
2021 Q2	$400K	Sell	3,902 -90	-2%	-$9.22K	0.02%	235
2021 Q1	$393K	Sell	3,992 -643	-14%	-$58.9K	0.02%	235
2020 Q4	$410K	Buy	4,635 +692	+18%	+$58.3K	0.02%	217
2020 Q3	$304K	Buy	+3,943	New	+$295K	0.02%	238
2019 Q4	–	Sell	-2,674	Closed	-$208K	–	421
2019 Q3	$208K	Hold	2,674	–	–	0.02%	263
2019 Q2	$207K	Sell	2,674 -101	-4%	-$7.68K	0.02%	258
2019 Q1	$208K	Buy	+2,775	New	+$201K	0.02%	257
2018 Q4	–	Sell	-2,861	Closed	-$224K	–	280
2018 Q3	$224K	Buy	+2,861	New	+$218K	0.02%	256
2015 Q1	–	Sell	-4,337	Closed	-$245K	–	274
2014 Q4	$245K	Sell	4,337 -451	-9%	-$24.8K	0.03%	243
2014 Q3	$254K	Buy	4,788 +77	+2%	+$4.13K	0.03%	243
2014 Q2	$255K	Buy	4,711 +2	+0%	+$107	0.03%	230
2014 Q1	$246K	Buy	+4,709	New	+$242K	0.03%	237

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Linscomb Wealth's XLI Position: Q2 2023 in Review

Linscomb Wealth sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2023, closing a stake of 2,734 shares — an estimated $277K sold.

Linscomb Wealth first reported a position in XLI in Q1 2014 and held it in 19 quarters. The position peaked at $410K in Q4 2020. 1,091 funds tracked by Wall St. Rank hold XLI as of Q2 2023.

Linscomb Wealth reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
Linscomb Wealth sold 2,734 State Street Industrial Select Sector SPDR ETF shares in Q2 2023, an estimated $277K.
Linscomb Wealth first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2014 and held it in 19 quarters.
Linscomb Wealth's State Street Industrial Select Sector SPDR ETF position peaked at $410K in Q4 2020.
1,091 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2023.

Based on Linscomb Wealth's 13F filing for Q2 2023, filed 9 Aug 2023.