Regent Peak Wealth Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History
Bought
Maintained
Sold
Other funds holding XLI
Regent Peak Wealth Advisors's XLI Position: Q2 2023 in Review
Regent Peak Wealth Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2023, closing a stake of 2,036 shares — an estimated $206K sold.
Regent Peak Wealth Advisors first reported a position in XLI in Q4 2020 and held it in 3 quarters. The position peaked at $224K in Q4 2022. 1,091 funds tracked by Wall St. Rank hold XLI as of Q2 2023.
- Regent Peak Wealth Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
- Regent Peak Wealth Advisors sold 2,036 State Street Industrial Select Sector SPDR ETF shares in Q2 2023, an estimated $206K.
- Regent Peak Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and held it in 3 quarters.
- Regent Peak Wealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $224K in Q4 2022.
- 1,091 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2023.
Based on Regent Peak Wealth Advisors's 13F filing for Q2 2023, filed 19 Jul 2023.