National Wealth Management Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

National Wealth Management Group’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 Q4	–	Sell	-3,300	Closed	-$335K	–	160
2023 Q3	$335K	Buy	+3,300	New	+$353K	0.36%	91
2022 Q1	–	Sell	-1,980	Closed	-$210K	–	137
2021 Q4	$210K	Buy	+1,980	New	+$206K	0.2%	116

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

National Wealth Management Group's XLI Position: Q4 2023 in Review

National Wealth Management Group sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2023, closing a stake of 3,300 shares — an estimated $335K sold.

National Wealth Management Group first reported a position in XLI in Q4 2021 and held it in 2 quarters. The position peaked at $335K in Q3 2023. 1,187 funds tracked by Wall St. Rank hold XLI as of Q4 2023.

National Wealth Management Group reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
National Wealth Management Group sold 3,300 State Street Industrial Select Sector SPDR ETF shares in Q4 2023, an estimated $335K.
National Wealth Management Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and held it in 2 quarters.
National Wealth Management Group's State Street Industrial Select Sector SPDR ETF position peaked at $335K in Q3 2023.
1,187 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2023.

Based on National Wealth Management Group's 13F filing for Q4 2023, filed 1 Feb 2024.