Redmont Wealth Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Redmont Wealth 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
2023 Q2	–	Sell	-4,610	Closed	-$466K	–	72
2023 Q1	$466K	Hold	4,610	–	–	0.94%	28
2022 Q4	$453K	Sell	4,610 -1,220	-21%	-$116K	0.53%	55
2022 Q3	$483K	Sell	5,830 -2,300	-28%	-$212K	0.63%	39
2022 Q2	$710K	Hold	8,130	–	–	0.86%	26
2022 Q1	$837K	Hold	8,130	–	–	0.89%	24
2021 Q4	$860K	Buy	+8,130	New	+$844K	0.92%	24

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Redmont Wealth Advisors's XLI Position: Q2 2023 in Review

Redmont Wealth Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2023, closing a stake of 4,610 shares — an estimated $466K sold.

Redmont Wealth Advisors first reported a position in XLI in Q4 2021 and held it in 6 quarters. The position peaked at $860K in Q4 2021. 1,092 funds tracked by Wall St. Rank hold XLI as of Q2 2023.

Redmont Wealth Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
Redmont Wealth Advisors sold 4,610 State Street Industrial Select Sector SPDR ETF shares in Q2 2023, an estimated $466K.
Redmont Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and held it in 6 quarters.
Redmont Wealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $860K in Q4 2021.
1,092 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2023.

Based on Redmont Wealth Advisors's 13F filing for Q2 2023, filed 20 Jul 2023.