Professional Planning’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
Q3
$1.39M Sell
14,218
-5,475
-28% -$562K 0.66% 26
2021
Q2
$2.02M Buy
19,693
+11,424
+138% +$1.17M 0.93% 23
2021
Q1
$814K Buy
8,269
+4,812
+139% +$441K 0.4% 50
2020
Q4
$306K Buy
+3,457
New +$291K 0.12% 101

Other funds holding XLI

Professional Planning's XLI Position: Q3 2021 in Review

Professional Planning reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 28% in Q3 2021, selling an estimated $562K and leaving 14,218 shares worth $1.39M. The position accounts for 0.66% of the portfolio, ranked #26.

Professional Planning first reported a position in XLI in Q4 2020 and has held it in 4 quarters since. The position peaked at $2.02M in Q2 2021. 1,002 funds tracked by Wall St. Rank hold XLI as of Q3 2021.

  • Professional Planning held 14,218 shares of State Street Industrial Select Sector SPDR ETF worth $1.39M as of Q3 2021.
  • Professional Planning sold 5,475 State Street Industrial Select Sector SPDR ETF shares in Q3 2021, an estimated $562K.
  • State Street Industrial Select Sector SPDR ETF made up 0.66% of Professional Planning's portfolio in Q3 2021, its #26 holding.
  • Professional Planning first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and has held it in 4 quarters since.
  • Professional Planning's State Street Industrial Select Sector SPDR ETF position peaked at $2.02M in Q2 2021.
  • 1,002 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.