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Processus Wealth & Capital Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Processus Wealth & Capital 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
2024
Q1 		– Sell
-2,145
Closed -$245K – 45
2023
Q4 		$245K Buy
+2,145
New +$225K 0.24% 41

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

Processus Wealth & Capital Management's XLI Position: Q1 2024 in Review

Processus Wealth & Capital Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2024, closing a stake of 2,145 shares — an estimated $245K sold.

Processus Wealth & Capital Management first reported a position in XLI in Q4 2023 and held it in 1 quarter. The position peaked at $245K in Q4 2023. 1,213 funds tracked by Wall St. Rank hold XLI as of Q1 2024.

  • Processus Wealth & Capital Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
  • Processus Wealth & Capital Management sold 2,145 State Street Industrial Select Sector SPDR ETF shares in Q1 2024, an estimated $245K.
  • Processus Wealth & Capital Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2023 and held it in 1 quarter.
  • Processus Wealth & Capital Management's State Street Industrial Select Sector SPDR ETF position peaked at $245K in Q4 2023.
  • 1,213 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2024.

Based on Processus Wealth & Capital Management's 13F filing for Q1 2024, filed 16 Apr 2024.