Meristem Family Wealth’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Meristem Family Wealth’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 Q1	$981K	Sell	9,530 -677	-7%	-$68.8K	0.11%	111
2021 Q4	$1.08M	Hold	10,207	–	–	0.09%	123
2021 Q3	$999K	Buy	10,207 +677	+7%	+$69.5K	0.1%	134
2021 Q2	$976K	Hold	9,530	–	–	0.15%	95
2021 Q1	$938K	Hold	9,530	–	–	0.19%	66
2020 Q4	$844K	Hold	9,530	–	–	0.18%	71
2020 Q3	$734K	Hold	9,530	–	–	0.19%	70
2020 Q2	$655K	Hold	9,530	–	–	0.18%	76
2020 Q1	$562K	Hold	9,530	–	–	0.17%	79
2019 Q4	$776K	Hold	9,530	–	–	0.19%	70
2019 Q3	$740K	Hold	9,530	–	–	0.2%	71
2019 Q2	$738K	Hold	9,530	–	–	0.23%	65
2019 Q1	$715K	Hold	9,530	–	–	0.24%	58
2018 Q4	$614K	Hold	9,530	–	–	0.22%	59
2018 Q3	$747K	Hold	9,530	–	–	0.26%	53
2018 Q2	$683K	Hold	9,530	–	–	0.24%	53
2018 Q1	$708K	Sell	9,530 -1,750	-16%	-$135K	0.25%	54
2017 Q4	$854K	Hold	11,280	–	–	0.31%	48
2017 Q3	$801K	Hold	11,280	–	–	0.32%	49
2017 Q2	$768K	Hold	11,280	–	–	0.32%	48
2017 Q1	$734K	Hold	11,280	–	–	0.29%	49
2016 Q4	$702K	Hold	11,280	–	–	0.29%	51
2016 Q3	$659K	Hold	11,280	–	–	0.28%	52
2016 Q2	$632K	Hold	11,280	–	–	0.28%	48
2016 Q1	$626K	Sell	11,280 -200	-2%	-$10.3K	0.28%	48
2015 Q4	$609K	Hold	11,480	–	–	0.24%	50
2015 Q3	$573K	Hold	11,480	–	–	0.3%	40
2015 Q2	$621K	Hold	11,480	–	–	0.27%	48
2015 Q1	$640K	Buy	11,480 +200	+2%	+$11.3K	0.27%	55
2014 Q4	$638K	Hold	11,280	–	–	0.23%	59
2014 Q3	$600K	Hold	11,280	–	–	0.26%	58
2014 Q2	$610K	Hold	11,280	–	–	0.26%	57
2014 Q1	$590K	Sell	11,280 -1,100	-9%	-$56.5K	0.26%	60
2013 Q4	$647K	Hold	12,380	–	–	0.27%	60
2013 Q3	$574K	Hold	12,380	–	–	0.26%	57
2013 Q2	$528K	Buy	+12,380	New	+$526K	0.24%	60

Other funds holding XLI

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Meristem Family Wealth's XLI Position: Q1 2022 in Review

Meristem Family Wealth reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 6.6% in Q1 2022, selling an estimated $68.8K and leaving 9,530 shares worth $981K. The position accounts for 0.11% of the portfolio, ranked #111.

Meristem Family Wealth first reported a position in XLI in Q2 2013 and has held it in 36 quarters since. The position peaked at $1.08M in Q4 2021. 1,069 funds tracked by Wall St. Rank hold XLI as of Q1 2022.

Meristem Family Wealth held 9,530 shares of State Street Industrial Select Sector SPDR ETF worth $981K as of Q1 2022.
Meristem Family Wealth sold 677 State Street Industrial Select Sector SPDR ETF shares in Q1 2022, an estimated $68.8K.
State Street Industrial Select Sector SPDR ETF made up 0.11% of Meristem Family Wealth's portfolio in Q1 2022, its #111 holding.
Meristem Family Wealth first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and has held it in 36 quarters since.
Meristem Family Wealth's State Street Industrial Select Sector SPDR ETF position peaked at $1.08M in Q4 2021.
1,069 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.