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Lumina Fund Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Lumina Fund 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
2023
Q4 		– Sell
-4,000
Closed -$406K – 52
2023
Q3 		$406K Buy
+4,000
New +$428K 0.14% 46

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Lumina Fund Management's XLI Position: Q4 2023 in Review

Lumina Fund Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2023, closing a stake of 4,000 shares — an estimated $406K sold.

Lumina Fund Management first reported a position in XLI in Q3 2023 and held it in 1 quarter. The position peaked at $406K in Q3 2023. 1,187 funds tracked by Wall St. Rank hold XLI as of Q4 2023.

  • Lumina Fund Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
  • Lumina Fund Management sold 4,000 State Street Industrial Select Sector SPDR ETF shares in Q4 2023, an estimated $406K.
  • Lumina Fund Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2023 and held it in 1 quarter.
  • Lumina Fund Management's State Street Industrial Select Sector SPDR ETF position peaked at $406K in Q3 2023.
  • 1,187 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2023.

Based on Lumina Fund Management's 13F filing for Q4 2023, filed 2 Feb 2024.