Mirabella Financial Services’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Mirabella Financial Services’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 Q3	–	Sell	-130,865	Closed	-$14M	–	652
2023 Q2	$14M	Buy	+130,865	New	+$13.2M	1.54%	4
2023 Q1	–	Sell	-980,863	Closed	-$96.3M	–	618
2022 Q4	$96.3M	Sell	980,863 -447,615	-31%	-$42.6M	8.61%	3
2022 Q3	$120M	Buy	1,428,478 +240,301	+20%	+$22.1M	12.45%	2
2022 Q2	$104M	Buy	1,188,177 +882,869	+289%	+$83.2M	10.22%	2
2022 Q1	$31.9M	Buy	305,308 +103,133	+51%	+$10.5M	3.55%	4
2021 Q4	$21.4M	Buy	202,175 +177,625	+724%	+$18.5M	2.17%	6
2021 Q3	$2.4M	Buy	+24,550	New	+$2.52M	0.32%	87
2020 Q3	–	Sell	-29,120	Closed	-$2M	–	439
2020 Q2	$2M	Buy	+29,120	New	+$1.89M	0.48%	44

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Mirabella Financial Services's XLI Position: Q3 2023 in Review

Mirabella Financial Services sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2023, closing a stake of 130,865 shares — an estimated $14M sold.

Mirabella Financial Services first reported a position in XLI in Q2 2020 and held it in 8 quarters. The position peaked at $120M in Q3 2022. 1,086 funds tracked by Wall St. Rank hold XLI as of Q3 2023.

Mirabella Financial Services reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Mirabella Financial Services sold 130,865 State Street Industrial Select Sector SPDR ETF shares in Q3 2023, an estimated $14M.
Mirabella Financial Services first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2020 and held it in 8 quarters.
Mirabella Financial Services's State Street Industrial Select Sector SPDR ETF position peaked at $120M in Q3 2022.
1,086 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2023.

Based on Mirabella Financial Services's 13F filing for Q3 2023, filed 13 Nov 2023.