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

Personal Capital 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
2022 Q4	$489K	Buy	4,982 +1,818	+57%	+$173K	﹤0.01%	304
2022 Q3	$262K	Buy	3,164 +292	+10%	+$26.9K	﹤0.01%	387
2022 Q2	$251K	Sell	2,872 -1,024	-26%	-$96.5K	﹤0.01%	383
2022 Q1	$401K	Sell	3,896 -888	-19%	-$90.2K	﹤0.01%	339
2021 Q4	$504K	Buy	4,784 +924	+24%	+$96K	﹤0.01%	332
2021 Q3	$378K	Buy	3,860 +1,458	+61%	+$150K	﹤0.01%	355
2021 Q2	$246K	Sell	2,402 -117	-5%	-$12K	﹤0.01%	438
2021 Q1	$248K	Sell	2,519 -684	-21%	-$62.6K	﹤0.01%	427
2020 Q4	$284K	Sell	3,203 -32,188	-91%	-$2.71M	﹤0.01%	391
2020 Q3	$2.72M	Buy	+35,391	New	+$2.65M	0.02%	219

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Personal Capital Advisors's XLI Position: Q4 2022 in Review

Personal Capital Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 57% in Q4 2022, buying an estimated $173K and bringing the position to 4,982 shares worth $489K. The position accounts for ﹤0.01% of the portfolio, ranked #304.

Personal Capital Advisors first reported a position in XLI in Q3 2020 and has held it in 10 quarters since. The position peaked at $2.72M in Q3 2020. 1,043 funds tracked by Wall St. Rank hold XLI as of Q4 2022.

Personal Capital Advisors held 4,982 shares of State Street Industrial Select Sector SPDR ETF worth $489K as of Q4 2022.
Personal Capital Advisors bought 1,818 State Street Industrial Select Sector SPDR ETF shares in Q4 2022, an estimated $173K.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #304 holding.
Personal Capital Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2020 and has held it in 10 quarters since.
Personal Capital Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $2.72M in Q3 2020.
1,043 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.