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

PrairieView 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
2023 Q3	–	Sell	-337	Closed	-$36K	–	480
2023 Q2	$36K	Hold	337	–	–	﹤0.01%	220
2023 Q1	$34K	Hold	337	–	–	﹤0.01%	214
2022 Q4	$33K	Hold	337	–	–	﹤0.01%	224
2022 Q3	$28K	Hold	337	–	–	﹤0.01%	225
2022 Q2	$29K	Hold	337	–	–	﹤0.01%	236
2022 Q1	$35K	Buy	+337	New	+$34.2K	0.01%	235

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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

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

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

PrairieView Partners's XLI Position: Q3 2023 in Review

PrairieView Partners sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2023, closing a stake of 337 shares — an estimated $36K sold.

PrairieView Partners first reported a position in XLI in Q1 2022 and held it in 6 quarters. The position peaked at $36K in Q2 2023. 1,086 funds tracked by Wall St. Rank hold XLI as of Q3 2023.

PrairieView Partners reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
PrairieView Partners sold 337 State Street Industrial Select Sector SPDR ETF shares in Q3 2023, an estimated $36K.
PrairieView Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2022 and held it in 6 quarters.
PrairieView Partners's State Street Industrial Select Sector SPDR ETF position peaked at $36K in Q2 2023.
1,086 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2023.

Based on PrairieView Partners's 13F filing for Q3 2023, filed 23 Oct 2023.