Peterson Financial Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Peterson Financial Group’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 Q3	$174	Buy	+1	New	+$127	﹤0.01%	424

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

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Peterson Financial Group's XLI Position: Q3 2024 in Review

Peterson Financial Group opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2024: 1 share worth $174. The stake represents ﹤0.01% of the portfolio and ranks #424 among its holdings.

1,264 funds tracked by Wall St. Rank hold XLI as of Q3 2024.

Peterson Financial Group held 1 share of State Street Industrial Select Sector SPDR ETF worth $174 as of Q3 2024.
State Street Industrial Select Sector SPDR ETF was a new Peterson Financial Group position in Q3 2024.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of Peterson Financial Group's portfolio in Q3 2024, its #424 holding.
1,264 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.