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

Principal Street 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
2024
Q1 		– Sell
-2,315
Closed -$264K – 270
2023
Q4 		$264K Buy
+2,315
New +$243K 0.06% 175
2022
Q1 		– Sell
-7,833
Closed -$829K – 230
2021
Q4 		$829K Buy
+7,833
New +$814K 0.2% 92

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Principal Street Partners's XLI Position: Q1 2024 in Review

Principal Street Partners sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2024, closing a stake of 2,315 shares — an estimated $264K sold.

Principal Street Partners first reported a position in XLI in Q4 2021 and held it in 2 quarters. The position peaked at $829K in Q4 2021. 1,213 funds tracked by Wall St. Rank hold XLI as of Q1 2024.

  • Principal Street Partners reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
  • Principal Street Partners sold 2,315 State Street Industrial Select Sector SPDR ETF shares in Q1 2024, an estimated $264K.
  • Principal Street Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and held it in 2 quarters.
  • Principal Street Partners's State Street Industrial Select Sector SPDR ETF position peaked at $829K in Q4 2021.
  • 1,213 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2024.

Based on Principal Street Partners's 13F filing for Q1 2024, filed 15 May 2024.