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

Loveless Wealth 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
2022 Q2	$1.59M	Buy	18,155 +90	+0.5%	+$8.48K	1.04%	33
2022 Q1	$1.86M	Buy	18,065 +1,665	+10%	+$169K	1.05%	32
2021 Q4	$1.74M	Buy	16,400 +2,740	+20%	+$285K	0.95%	42
2021 Q3	$1.34M	Buy	13,660 +1,965	+17%	+$202K	0.81%	46
2021 Q2	$1.2M	Buy	11,695 +4,072	+53%	+$417K	0.73%	50
2021 Q1	$750K	Buy	7,623 +1,989	+35%	+$182K	0.5%	63
2020 Q4	$499K	Buy	5,634 +805	+17%	+$67.8K	0.37%	82
2020 Q3	$372K	Buy	4,829 +1,575	+48%	+$118K	0.31%	82
2020 Q2	$224K	Buy	+3,254	New	+$211K	0.21%	103
2020 Q1	–	Sell	-2,415	Closed	-$200K	–	114
2019 Q4	$200K	Buy	+2,415	New	+$193K	0.17%	115

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Loveless Wealth Management's XLI Position: Q2 2022 in Review

Loveless Wealth Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.5% in Q2 2022, buying an estimated $8.48K and bringing the position to 18,155 shares worth $1.59M. The position accounts for 1.04% of the portfolio, ranked #33.

Loveless Wealth Management first reported a position in XLI in Q4 2019 and has held it in 10 quarters since. The position peaked at $1.86M in Q1 2022. 974 funds tracked by Wall St. Rank hold XLI as of Q2 2022.

Loveless Wealth Management held 18,155 shares of State Street Industrial Select Sector SPDR ETF worth $1.59M as of Q2 2022.
Loveless Wealth Management bought 90 State Street Industrial Select Sector SPDR ETF shares in Q2 2022, an estimated $8.48K.
State Street Industrial Select Sector SPDR ETF made up 1.04% of Loveless Wealth Management's portfolio in Q2 2022, its #33 holding.
Loveless Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2019 and has held it in 10 quarters since.
Loveless Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $1.86M in Q1 2022.
974 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.