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Planned Solutions’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Planned Solutions’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
Q4 		– Sell
-250
Closed -$33.9K – 647
2024
Q3 		$33.9K Buy
+250
New +$31.8K 0.01% 343
2024
Q1 		– Sell
-250
Closed -$28.5K – 566
2023
Q4 		$28.5K Buy
+250
New +$26.2K 0.01% 344
2021
Q1 		– Sell
-250
Closed -$22K – 422
2020
Q4 		$22K Hold
250
– – 0.02% 278
2020
Q3 		$19K Buy
+250
New +$18.7K 0.02% 220

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Planned Solutions's XLI Position: Q4 2024 in Review

Planned Solutions sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2024, closing a stake of 250 shares — an estimated $33.9K sold.

Planned Solutions first reported a position in XLI in Q3 2020 and held it in 4 quarters. The position peaked at $33.9K in Q3 2024. 1,370 funds tracked by Wall St. Rank hold XLI as of Q4 2024.

  • Planned Solutions reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 250 State Street Industrial Select Sector SPDR ETF shares in Q4 2024, an estimated $33.9K.
  • Planned Solutions first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's State Street Industrial Select Sector SPDR ETF position peaked at $33.9K in Q3 2024.
  • 1,370 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.