M&R Capital Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

M&R Capital 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	$1.63K	Hold	12	–	–	﹤0.01%	527
2024 Q2	$1.46K	Hold	12	–	–	﹤0.01%	501
2024 Q1	$1.51K	Sell	12 -87	-88%	-$10.2K	﹤0.01%	503
2023 Q4	$11.3K	Buy	99 +44	+80%	+$4.62K	﹤0.01%	385
2023 Q3	$5.58K	Hold	55	–	–	﹤0.01%	457
2023 Q2	$5.9K	Buy	55 +15	+38%	+$1.51K	﹤0.01%	450
2023 Q1	$4.05K	Buy	40 +28	+233%	+$2.82K	﹤0.01%	463
2022 Q4	$1.18K	Buy	+12	New	+$1.14K	﹤0.01%	557
2022 Q2	–	Sell	-20	Closed	-$2K	–	460
2022 Q1	$2K	Buy	+20	New	+$2.03K	﹤0.01%	412
2021 Q1	–	Sell	-13,385	Closed	-$1.19M	–	449
2020 Q4	$1.19M	Sell	13,385 -695	-5%	-$58.6K	0.27%	66
2020 Q3	$1.08M	Hold	14,080	–	–	0.27%	64
2020 Q2	$967K	Buy	14,080 +13,755	+4,232%	+$892K	0.26%	69
2020 Q1	$19K	Hold	325	–	–	0.01%	310
2019 Q4	$26K	Hold	325	–	–	0.01%	316
2019 Q3	$25K	Hold	325	–	–	0.01%	337
2019 Q2	$25K	Hold	325	–	–	0.01%	342
2019 Q1	$25K	Hold	325	–	–	0.01%	341
2018 Q4	$20K	Hold	325	–	–	0.01%	349
2018 Q3	$25K	Hold	325	–	–	0.01%	358
2018 Q2	$23K	Hold	325	–	–	0.01%	360
2018 Q1	$24K	Hold	325	–	–	0.01%	363
2017 Q4	$24K	Hold	325	–	–	0.01%	365
2017 Q3	$23K	Hold	325	–	–	0.01%	371
2017 Q2	$22K	Hold	325	–	–	0.01%	374
2017 Q1	$21K	Hold	325	–	–	0.01%	374
2016 Q4	$20K	Hold	325	–	–	0.01%	369
2016 Q3	$18K	Hold	325	–	–	0.01%	378
2016 Q2	$18K	Buy	+325	New	+$18.1K	0.01%	379

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

M&R Capital Management's XLI Position: Q3 2024 in Review

M&R Capital Management held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q3 2024 at 12 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #527.

M&R Capital Management first reported a position in XLI in Q2 2016 and has held it in 28 quarters since. The position peaked at $1.19M in Q4 2020. 1,264 funds tracked by Wall St. Rank hold XLI as of Q3 2024.

M&R Capital Management held 12 shares of State Street Industrial Select Sector SPDR ETF worth $1.63K as of Q3 2024.
M&R Capital Management left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q3 2024.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #527 holding.
M&R Capital Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2016 and has held it in 28 quarters since.
M&R Capital Management's State Street Industrial Select Sector SPDR ETF position peaked at $1.19M in Q4 2020.
1,264 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.