MGO Private Wealth’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

MGO Private 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
2024 Q3	–	Sell	-2,240	Closed	-$273K	–	83
2024 Q2	$273K	Hold	2,240	–	–	0.17%	66
2024 Q1	$282K	Hold	2,240	–	–	0.18%	63
2023 Q4	$255K	Hold	2,240	–	–	0.18%	62
2023 Q3	$227K	Hold	2,240	–	–	0.17%	64
2023 Q2	$240K	Hold	2,240	–	–	0.18%	58
2023 Q1	$227K	Sell	2,240 -20	-0.9%	-$2.01K	0.18%	64
2022 Q4	$222K	Sell	2,260 -2,157	-49%	-$205K	0.1%	117
2022 Q3	$366K	Buy	+4,417	New	+$407K	0.17%	83

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

MGO Private Wealth's XLI Position: Q3 2024 in Review

MGO Private Wealth sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2024, closing a stake of 2,240 shares — an estimated $273K sold.

MGO Private Wealth first reported a position in XLI in Q3 2022 and held it in 8 quarters. The position peaked at $366K in Q3 2022. 1,262 funds tracked by Wall St. Rank hold XLI as of Q3 2024.

MGO Private Wealth reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
MGO Private Wealth sold 2,240 State Street Industrial Select Sector SPDR ETF shares in Q3 2024, an estimated $273K.
MGO Private Wealth first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2022 and held it in 8 quarters.
MGO Private Wealth's State Street Industrial Select Sector SPDR ETF position peaked at $366K in Q3 2022.
1,262 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2024.

Based on MGO Private Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.