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Ranch Capital Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Ranch Capital Advisors’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
Q2 		– Sell
-3,075
Closed -$387K – 162
2024
Q1 		$387K Sell
3,075
-226
-7% -$26.6K 0.21% 112
2023
Q4 		$376K Sell
3,301
-6,449
-66% -$677K 0.23% 110
2023
Q3 		$988K Buy
9,750
+35
+0.4% +$3.75K 0.69% 43
2023
Q2 		$1.04M Buy
9,715
+136
+1% +$13.7K 0.73% 42
2023
Q1 		$969K Buy
9,579
+2,378
+33% +$239K 0.71% 44
2022
Q4 		$707K Buy
7,201
+1,098
+18% +$105K 0.55% 59
2022
Q3 		$506K Buy
6,103
+56
+0.9% +$5.16K 0.41% 79
2022
Q2 		$528K Sell
6,047
-70
-1% -$6.6K 0.41% 77
2022
Q1 		$630K Sell
6,117
-16
-0.3% -$1.63K 0.42% 78
2021
Q4 		$649K Buy
6,133
+103
+2% +$10.7K 0.42% 76
2021
Q3 		$590K Sell
6,030
-1,311
-18% -$135K 0.37% 83
2021
Q2 		$751K Sell
7,341
-3,874
-35% -$397K 0.45% 67
2021
Q1 		$1.1M Buy
11,215
+835
+8% +$76.5K 0.73% 37
2020
Q4 		$919K Buy
10,380
+86
+0.8% +$7.25K 0.66% 37
2020
Q3 		$798K Buy
10,294
+6
+0.1% +$449 0.64% 43
2020
Q2 		$791K Buy
10,288
+10,174
+8,925% +$660K 0.62% 46
2020
Q1 		$6K Sell
114
-575
-83% -$43.3K 0.01% 698
2019
Q4 		$56K Buy
+689
New +$55K 0.05% 306

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
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

Ranch Capital Advisors's XLI Position: Q2 2024 in Review

Ranch Capital Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2024, closing a stake of 3,075 shares — an estimated $387K sold.

Ranch Capital Advisors first reported a position in XLI in Q4 2019 and held it in 18 quarters. The position peaked at $1.1M in Q1 2021. 1,224 funds tracked by Wall St. Rank hold XLI as of Q2 2024.

  • Ranch Capital Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
  • Ranch Capital Advisors sold 3,075 State Street Industrial Select Sector SPDR ETF shares in Q2 2024, an estimated $387K.
  • Ranch Capital Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2019 and held it in 18 quarters.
  • Ranch Capital Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $1.1M in Q1 2021.
  • 1,224 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2024.

Based on Ranch Capital Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.