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

Resolute Financial’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
2022 Q4	$507K	Sell	5,165 -86	-2%	-$8.19K	0.43%	55
2022 Q3	$435K	Buy	5,251 +2,713	+107%	+$250K	0.41%	58
2022 Q2	$222K	Buy	+2,538	New	+$239K	0.19%	103

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Resolute Financial's XLI Position: Q4 2022 in Review

Resolute Financial reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.6% in Q4 2022, selling an estimated $8.19K and leaving 5,165 shares worth $507K. The position accounts for 0.43% of the portfolio, ranked #55.

Resolute Financial first reported a position in XLI in Q2 2022 and has held it in 3 quarters since. 1,043 funds tracked by Wall St. Rank hold XLI as of Q4 2022.

Resolute Financial held 5,165 shares of State Street Industrial Select Sector SPDR ETF worth $507K as of Q4 2022.
Resolute Financial sold 86 State Street Industrial Select Sector SPDR ETF shares in Q4 2022, an estimated $8.19K.
State Street Industrial Select Sector SPDR ETF made up 0.43% of Resolute Financial's portfolio in Q4 2022, its #55 holding.
Resolute Financial first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2022 and has held it in 3 quarters since.
1,043 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2022.

Based on Resolute Financial's 13F filing for Q4 2022, filed 13 Feb 2023.