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

Nikulski Financial’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	-1,966	Closed	-$211K	–	133
2023 Q2	$211K	Sell	1,966 -124	-6%	-$12.5K	0.09%	121
2023 Q1	$211K	Sell	2,090 -198	-9%	-$19.9K	0.09%	123
2022 Q4	$225K	Sell	2,288 -699	-23%	-$66.6K	0.11%	118
2022 Q3	$247K	Sell	2,987 -124	-4%	-$11.4K	0.13%	108
2022 Q2	$272K	Sell	3,111 -404	-11%	-$38.1K	0.14%	110
2022 Q1	$362K	Sell	3,515 -54	-2%	-$5.49K	0.15%	97
2021 Q4	$378K	Sell	3,569 -224	-6%	-$23.3K	0.16%	93
2021 Q3	$371K	Buy	3,793 +1	+0%	+$103	0.17%	94
2021 Q2	$393K	Sell	3,792 -169	-4%	-$17.3K	0.18%	92
2021 Q1	$390K	Buy	3,961 +1	+0%	+$92	0.2%	88
2020 Q4	$351K	Sell	3,960 -104	-3%	-$8.76K	0.19%	89
2020 Q3	$313K	Buy	4,064 +1	+0%	+$75	0.2%	85
2020 Q2	$279K	Sell	4,063 -1,144	-22%	-$74.2K	0.2%	88
2020 Q1	$307K	Sell	5,207 -1,913	-27%	-$144K	0.27%	71
2019 Q4	$591K	Sell	7,120 -379	-5%	-$30.3K	0.43%	47
2019 Q3	$576K	Sell	7,499 -343	-4%	-$26.3K	0.48%	46
2019 Q2	$603K	Sell	7,842 -1,766	-18%	-$134K	0.51%	45
2019 Q1	$721K	Sell	9,608 -4,001	-29%	-$290K	0.7%	37
2018 Q4	$877K	Sell	13,609 -409	-3%	-$29K	0.92%	34
2018 Q3	$980K	Sell	14,018 -1,723	-11%	-$131K	0.91%	32
2018 Q2	$1.13M	Buy	15,741 +5	+0%	+$371	1.04%	32
2018 Q1	$1.17M	Buy	15,736 +1,176	+8%	+$90.6K	1.16%	32
2017 Q4	$1.1M	Buy	+14,560	New	+$1.06M	1.19%	29

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

Nikulski Financial's XLI Position: Q3 2023 in Review

Nikulski Financial sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2023, closing a stake of 1,966 shares — an estimated $211K sold.

Nikulski Financial first reported a position in XLI in Q4 2017 and held it in 23 quarters. The position peaked at $1.17M in Q1 2018. 1,086 funds tracked by Wall St. Rank hold XLI as of Q3 2023.

Nikulski Financial reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Nikulski Financial sold 1,966 State Street Industrial Select Sector SPDR ETF shares in Q3 2023, an estimated $211K.
Nikulski Financial first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2017 and held it in 23 quarters.
Nikulski Financial's State Street Industrial Select Sector SPDR ETF position peaked at $1.17M in Q1 2018.
1,086 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2023.

Based on Nikulski Financial's 13F filing for Q3 2023, filed 17 Oct 2023.