Pettinga Financial 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
Q4
Sell
-5,325
Closed -$521K 123
2021
Q3
$521K Buy
5,325
+2,900
+120% +$298K 0.13% 69
2021
Q2
$248K Buy
+2,425
New +$248K 0.07% 96
2019
Q1
Sell
-3,125
Closed -$201K 103
2018
Q4
$201K Buy
+3,125
New +$221K 0.13% 87

Other funds holding XLI

Pettinga Financial Advisors's XLI Position: Q4 2021 in Review

Pettinga Financial Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2021, closing a stake of 5,325 shares — an estimated $521K sold.

Pettinga Financial Advisors first reported a position in XLI in Q4 2018 and held it in 3 quarters. The position peaked at $521K in Q3 2021. 1,118 funds tracked by Wall St. Rank hold XLI as of Q4 2021.

  • Pettinga Financial Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
  • Pettinga Financial Advisors sold 5,325 State Street Industrial Select Sector SPDR ETF shares in Q4 2021, an estimated $521K.
  • Pettinga Financial Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2018 and held it in 3 quarters.
  • Pettinga Financial Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $521K in Q3 2021.
  • 1,118 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2021.

Based on Pettinga Financial Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.