Personal Wealth Partners’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Personal Wealth Partners’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
2021 Q3	–	Sell	-260	Closed	-$27K	–	407
2021 Q2	$27K	Buy	+260	New	+$26.6K	0.01%	192
2020 Q1	–	Sell	-260	Closed	-$21K	–	640
2019 Q4	$21K	Hold	260	–	–	0.01%	195
2019 Q3	$20K	Hold	260	–	–	0.01%	200
2019 Q2	$20K	Buy	+260	New	+$19.8K	0.01%	186

Other funds holding XLI

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

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

Personal Wealth Partners's XLI Position: Q3 2021 in Review

Personal Wealth Partners sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2021, closing a stake of 260 shares — an estimated $27K sold.

Personal Wealth Partners first reported a position in XLI in Q2 2019 and held it in 4 quarters. The position peaked at $27K in Q2 2021. 1,002 funds tracked by Wall St. Rank hold XLI as of Q3 2021.

Personal Wealth Partners reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2021 after selling out during the quarter.
Personal Wealth Partners sold 260 State Street Industrial Select Sector SPDR ETF shares in Q3 2021, an estimated $27K.
Personal Wealth Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2019 and held it in 4 quarters.
Personal Wealth Partners's State Street Industrial Select Sector SPDR ETF position peaked at $27K 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 Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.