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MPS Loria Financial Planners’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-100
Closed -$9K – 572
2021
Q1 		$9K Hold
100
– – ﹤0.01% 304
2020
Q4 		$9K Buy
+100
New +$8.43K ﹤0.01% 314

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MPS Loria Financial Planners's XLI Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2021, closing a stake of 100 shares — an estimated $9K sold.

MPS Loria Financial Planners first reported a position in XLI in Q4 2020 and held it in 2 quarters. The position peaked at $9K in Q1 2021. 1,010 funds tracked by Wall St. Rank hold XLI as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 100 State Street Industrial Select Sector SPDR ETF shares in Q2 2021, an estimated $9K.
  • MPS Loria Financial Planners first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's State Street Industrial Select Sector SPDR ETF position peaked at $9K in Q1 2021.
  • 1,010 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.