MD Financial Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
$66.4M Buy
627,207
+81,366
+15% +$8.45M 1.6% 23
2021
Q3
$53.4M Sell
545,841
-114,542
-17% -$11.8M 1.35% 27
2021
Q2
$67.6M Buy
+660,383
New +$67.7M 1.94% 20

Other funds holding XLI

MD Financial Management's XLI Position: Q4 2021 in Review

MD Financial Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 15% in Q4 2021, buying an estimated $8.45M and bringing the position to 627,207 shares worth $66.4M. The position accounts for 1.6% of the portfolio, ranked #23.

MD Financial Management first reported a position in XLI in Q2 2021 and has held it in 3 quarters since. The position peaked at $67.6M in Q2 2021. 1,118 funds tracked by Wall St. Rank hold XLI as of Q4 2021.

  • MD Financial Management held 627,207 shares of State Street Industrial Select Sector SPDR ETF worth $66.4M as of Q4 2021.
  • MD Financial Management bought 81,366 State Street Industrial Select Sector SPDR ETF shares in Q4 2021, an estimated $8.45M.
  • State Street Industrial Select Sector SPDR ETF made up 1.6% of MD Financial Management's portfolio in Q4 2021, its #23 holding.
  • MD Financial Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2021 and has held it in 3 quarters since.
  • MD Financial Management's State Street Industrial Select Sector SPDR ETF position peaked at $67.6M in Q2 2021.
  • 1,118 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.