Nauset Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History
Bought
Maintained
Sold
Other funds holding XLI
PP
Nauset Wealth Management's XLI Position: Q1 2022 in Review
Nauset Wealth Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 2.5% in Q1 2022, selling an estimated $238K and leaving 89,842 shares worth $9.25M. The position accounts for 7.36% of the portfolio, ranked #2.
Nauset Wealth Management first reported a position in XLI in Q4 2021 and has held it in 2 quarters since. The position peaked at $9.76M in Q4 2021. 1,068 funds tracked by Wall St. Rank hold XLI as of Q1 2022.
- Nauset Wealth Management held 89,842 shares of State Street Industrial Select Sector SPDR ETF worth $9.25M as of Q1 2022.
- Nauset Wealth Management sold 2,348 State Street Industrial Select Sector SPDR ETF shares in Q1 2022, an estimated $238K.
- State Street Industrial Select Sector SPDR ETF made up 7.36% of Nauset Wealth Management's portfolio in Q1 2022, its #2 holding.
- Nauset Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and has held it in 2 quarters since.
- Nauset Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $9.76M in Q4 2021.
- 1,068 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2022.
Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.