Peterson Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Peterson Wealth Management’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	-2,663	Closed	-$270K	–	63
2023 Q3	$270K	Sell	2,663 -1,174	-31%	-$126K	0.22%	54
2023 Q2	$412K	Sell	3,837 -9,022	-70%	-$908K	0.33%	52
2023 Q1	$1.3M	Sell	12,859 -344	-3%	-$34.6K	1.25%	24
2022 Q4	$1.3M	Sell	13,203 -96	-0.7%	-$9.14K	1.32%	21
2022 Q3	$1.1M	Buy	13,299 +1,005	+8%	+$92.5K	1.03%	29
2022 Q2	$1.07M	Sell	12,294 -1,710	-12%	-$161K	1.39%	23
2022 Q1	$1.44M	Sell	14,004 -665	-5%	-$67.5K	0.97%	30
2021 Q4	$1.55M	Buy	14,669 +777	+6%	+$80.7K	1.04%	36
2021 Q3	$1.36M	Buy	13,892 +579	+4%	+$59.5K	1.05%	35
2021 Q2	$1.36M	Buy	+13,313	New	+$1.36M	1.06%	35

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Peterson Wealth Management's XLI Position: Q4 2023 in Review

Peterson Wealth Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2023, closing a stake of 2,663 shares — an estimated $270K sold.

Peterson Wealth Management first reported a position in XLI in Q2 2021 and held it in 10 quarters. The position peaked at $1.55M in Q4 2021. 1,187 funds tracked by Wall St. Rank hold XLI as of Q4 2023.

Peterson Wealth Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Peterson Wealth Management sold 2,663 State Street Industrial Select Sector SPDR ETF shares in Q4 2023, an estimated $270K.
Peterson Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2021 and held it in 10 quarters.
Peterson Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $1.55M in Q4 2021.
1,187 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2023.

Based on Peterson Wealth Management's 13F filing for Q4 2023, filed 22 Feb 2024.