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

Lumature 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 Q2	$515K	Buy	4,800 +316	+7%	+$31.8K	0.31%	69
2023 Q1	$454K	Sell	4,484 -271	-6%	-$27.3K	0.25%	70
2022 Q4	$467K	Sell	4,755 -1,222	-20%	-$116K	0.26%	72
2022 Q3	$495K	Buy	5,977 +183	+3%	+$16.8K	0.27%	68
2022 Q2	$506K	Sell	5,794 -160	-3%	-$15.1K	0.23%	73
2022 Q1	$613K	Buy	5,954 +384	+7%	+$39K	0.25%	83
2021 Q4	$589K	Buy	5,570 +264	+5%	+$27.4K	0.23%	86
2021 Q3	$519K	Buy	5,306 +746	+16%	+$76.6K	0.21%	92
2021 Q2	$467K	Buy	4,560 +653	+17%	+$66.9K	0.19%	95
2021 Q1	$385K	Buy	3,907 +2,028	+108%	+$186K	0.2%	98
2020 Q4	$166K	Buy	+1,879	New	+$158K	0.16%	124

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

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

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

Citigroup New York $303B AUM 53.02% 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

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

Lumature Wealth Partners's XLI Position: Q2 2023 in Review

Lumature Wealth Partners increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 7% in Q2 2023, buying an estimated $31.8K and bringing the position to 4,800 shares worth $515K. The position accounts for 0.31% of the portfolio, ranked #69.

Lumature Wealth Partners first reported a position in XLI in Q4 2020 and has held it in 11 quarters since. The position peaked at $613K in Q1 2022. 1,092 funds tracked by Wall St. Rank hold XLI as of Q2 2023.

Lumature Wealth Partners held 4,800 shares of State Street Industrial Select Sector SPDR ETF worth $515K as of Q2 2023.
Lumature Wealth Partners bought 316 State Street Industrial Select Sector SPDR ETF shares in Q2 2023, an estimated $31.8K.
State Street Industrial Select Sector SPDR ETF made up 0.31% of Lumature Wealth Partners's portfolio in Q2 2023, its #69 holding.
Lumature Wealth Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and has held it in 11 quarters since.
Lumature Wealth Partners's State Street Industrial Select Sector SPDR ETF position peaked at $613K in Q1 2022.
1,092 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.