RFA
XLI icon

Reilly Financial Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Reilly Financial 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
2021
Q4 		$238K Buy
2,251
+25
+1% +$2.6K 0.02% 194
2021
Q3 		$218K Hold
2,226
– – 0.02% 188
2021
Q2 		$228K Sell
2,226
-100
-4% -$10.2K 0.02% 196
2021
Q1 		$229K Buy
2,326
+936
+67% +$85.7K 0.02% 183
2020
Q4 		$123K Buy
1,390
+225
+19% +$19K 0.01% 234
2020
Q3 		$90K Hold
1,165
– – 0.01% 243
2020
Q2 		$80K Hold
1,165
– – 0.01% 252
2020
Q1 		$69K Sell
1,165
-250
-18% -$18.8K 0.01% 252
2019
Q4 		$115K Hold
1,415
– – 0.01% 227
2019
Q3 		$110K Hold
1,415
– – 0.01% 238
2019
Q2 		$110K Hold
1,415
– – 0.01% 238
2019
Q1 		$106K Hold
1,415
– – 0.01% 228
2018
Q4 		$91K Sell
1,415
-1,100
-44% -$78K 0.01% 235
2018
Q3 		$197K Hold
2,515
– – 0.03% 178
2018
Q2 		$180K Sell
2,515
-160
-6% -$11.9K 0.03% 175
2018
Q1 		$199K Buy
2,675
+250
+10% +$19.3K 0.03% 167
2017
Q4 		$183K Sell
2,425
-39
-2% -$2.84K 0.03% 172
2017
Q3 		$175K Buy
2,464
+39
+2% +$2.68K 0.03% 161
2017
Q2 		$165K Sell
2,425
-252
-9% -$16.8K 0.03% 168
2017
Q1 		$174K Buy
2,677
+210
+9% +$13.6K 0.03% 158
2016
Q4 		$153K Hold
2,467
– – 0.03% 162
2016
Q3 		$144K Hold
2,467
– – 0.03% 162
2016
Q2 		$138K Hold
2,467
– – 0.03% 163
2016
Q1 		$137K Hold
2,467
– – 0.02% 224
2015
Q4 		$131K Hold
2,467
– – 0.02% 231
2015
Q3 		$123K Hold
2,467
– – 0.02% 231
2015
Q2 		$133K Buy
2,467
+1,352
+121% +$75.9K 0.02% 230
2015
Q1 		$62K Buy
+1,115
New +$62.8K 0.01% 372
2014
Q2 		– Sell
-1,115
Closed -$58K – 898
2014
Q1 		$58K Sell
1,115
-77
-6% -$3.96K 0.01% 252
2013
Q4 		$62K Sell
1,192
-98
-8% -$4.82K 0.02% 223
2013
Q3 		$60K Hold
1,290
– – 0.02% 194
2013
Q2 		$55K Buy
+1,290
New +$54.8K 0.02% 207

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Reilly Financial Advisors's XLI Position: Q4 2021 in Review

Reilly Financial Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.1% in Q4 2021, buying an estimated $2.6K and bringing the position to 2,251 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #194.

Reilly Financial Advisors first reported a position in XLI in Q2 2013 and has held it in 32 quarters since. 1,119 funds tracked by Wall St. Rank hold XLI as of Q4 2021.

  • Reilly Financial Advisors held 2,251 shares of State Street Industrial Select Sector SPDR ETF worth $238K as of Q4 2021.
  • Reilly Financial Advisors bought 25 State Street Industrial Select Sector SPDR ETF shares in Q4 2021, an estimated $2.6K.
  • State Street Industrial Select Sector SPDR ETF made up 0.02% of Reilly Financial Advisors's portfolio in Q4 2021, its #194 holding.
  • Reilly Financial Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and has held it in 32 quarters since.
  • 1,119 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.