OWM
XLI icon

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

OneAscent Wealth Management’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
2024
Q4 		– Sell
-1,937
Closed -$262K – 192
2024
Q3 		$262K Sell
1,937
-347
-15% -$44.1K 0.1% 146
2024
Q2 		$278K Sell
2,284
-3,867
-63% -$477K 0.14% 76
2024
Q1 		$775K Buy
6,151
+2,487
+68% +$293K 0.3% 37
2023
Q4 		$418K Buy
+3,664
New +$385K 0.17% 76

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OneAscent Wealth Management's XLI Position: Q4 2024 in Review

OneAscent Wealth Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2024, closing a stake of 1,937 shares — an estimated $262K sold.

OneAscent Wealth Management first reported a position in XLI in Q4 2023 and held it in 4 quarters. The position peaked at $775K in Q1 2024. 1,370 funds tracked by Wall St. Rank hold XLI as of Q4 2024.

  • OneAscent Wealth Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • OneAscent Wealth Management sold 1,937 State Street Industrial Select Sector SPDR ETF shares in Q4 2024, an estimated $262K.
  • OneAscent Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2023 and held it in 4 quarters.
  • OneAscent Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $775K in Q1 2024.
  • 1,370 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2024.

Based on OneAscent Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.