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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-500
Closed -$51K 282
2021
Q2
$51K Hold
500
0.01% 149
2021
Q1
$49K Hold
500
0.02% 150
2020
Q4
$44K Buy
+500
New +$42.1K 0.02% 148

Other funds holding XLI

Perennial Advisors's XLI Position: Q3 2021 in Review

Perennial Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2021, closing a stake of 500 shares — an estimated $51K sold.

Perennial Advisors first reported a position in XLI in Q4 2020 and held it in 3 quarters. The position peaked at $51K in Q2 2021. 1,002 funds tracked by Wall St. Rank hold XLI as of Q3 2021.

  • Perennial Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2021 after selling out during the quarter.
  • Perennial Advisors sold 500 State Street Industrial Select Sector SPDR ETF shares in Q3 2021, an estimated $51K.
  • Perennial Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and held it in 3 quarters.
  • Perennial Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $51K in Q2 2021.
  • 1,002 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2021.

Based on Perennial Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.