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

Peak Financial Advisors’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
-2,495
Closed -$253K – 76
2023
Q3 		$253K Buy
+2,495
New +$267K 0.27% 45

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Peak Financial Advisors's XLI Position: Q4 2023 in Review

Peak Financial Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2023, closing a stake of 2,495 shares — an estimated $253K sold.

Peak Financial Advisors first reported a position in XLI in Q3 2023 and held it in 1 quarter. The position peaked at $253K in Q3 2023. 1,187 funds tracked by Wall St. Rank hold XLI as of Q4 2023.

  • Peak Financial Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
  • Peak Financial Advisors sold 2,495 State Street Industrial Select Sector SPDR ETF shares in Q4 2023, an estimated $253K.
  • Peak Financial Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2023 and held it in 1 quarter.
  • Peak Financial Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $253K 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 Peak Financial Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.