Palisade Asset Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Palisade Asset 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 Q1	–	Sell	-2,450	Closed	-$279K	–	413
2023 Q4	$279K	Buy	+2,450	New	+$257K	0.03%	180
2023 Q1	–	Sell	-9,695	Closed	-$952K	–	183
2022 Q4	$952K	Buy	+9,695	New	+$923K	0.11%	122
2020 Q1	–	Sell	-4,825	Closed	-$393K	–	178
2019 Q4	$393K	Buy	+4,825	New	+$385K	0.06%	146

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Palisade Asset Management's XLI Position: Q1 2024 in Review

Palisade Asset Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2024, closing a stake of 2,450 shares — an estimated $279K sold.

Palisade Asset Management first reported a position in XLI in Q4 2019 and held it in 3 quarters. The position peaked at $952K in Q4 2022. 1,213 funds tracked by Wall St. Rank hold XLI as of Q1 2024.

Palisade Asset Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Palisade Asset Management sold 2,450 State Street Industrial Select Sector SPDR ETF shares in Q1 2024, an estimated $279K.
Palisade Asset Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2019 and held it in 3 quarters.
Palisade Asset Management's State Street Industrial Select Sector SPDR ETF position peaked at $952K in Q4 2022.
1,213 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2024.

Based on Palisade Asset Management's 13F filing for Q1 2024, filed 1 May 2024.