Retirement Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Retirement Group’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 Q1	$21.8K	Sell	173 -2,889	-94%	-$340K	0.01%	355
2023 Q4	$349K	Sell	3,062 -2,827	-48%	-$297K	0.14%	76
2023 Q3	$597K	Buy	5,889 +5,854	+16,726%	+$627K	0.25%	55
2023 Q2	$3.76K	Hold	35	–	–	﹤0.01%	546
2023 Q1	$4K	Hold	35	–	–	﹤0.01%	532
2022 Q4	$3K	Sell	35 -28	-44%	-$2.67K	﹤0.01%	506
2022 Q3	$5K	Buy	63 +30	+91%	+$2.76K	﹤0.01%	342
2022 Q2	$3K	Hold	33	–	–	﹤0.01%	601
2022 Q1	$3K	Hold	33	–	–	﹤0.01%	605
2021 Q4	$3K	Hold	33	–	–	﹤0.01%	595
2021 Q3	$3K	Hold	33	–	–	﹤0.01%	503
2021 Q2	$3K	Hold	33	–	–	﹤0.01%	550
2021 Q1	$3K	Hold	33	–	–	﹤0.01%	615
2020 Q4	$2K	Hold	33	–	–	﹤0.01%	589
2020 Q3	$3K	Hold	33	–	–	﹤0.01%	548
2020 Q2	$2K	Buy	+33	New	+$2.14K	﹤0.01%	564
2019 Q4	$3K	Buy	+33	New	+$2.63K	﹤0.01%	511

Other funds holding XLI

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Retirement Group's XLI Position: Q1 2024 in Review

Retirement Group reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 94% in Q1 2024, selling an estimated $340K and leaving 173 shares worth $21.8K. The position accounts for 0.01% of the portfolio, ranked #355.

Retirement Group first reported a position in XLI in Q4 2019 and has held it in 17 quarters since. The position peaked at $597K in Q3 2023. 1,213 funds tracked by Wall St. Rank hold XLI as of Q1 2024.

Retirement Group held 173 shares of State Street Industrial Select Sector SPDR ETF worth $21.8K as of Q1 2024.
Retirement Group sold 2,889 State Street Industrial Select Sector SPDR ETF shares in Q1 2024, an estimated $340K.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Retirement Group's portfolio in Q1 2024, its #355 holding.
Retirement Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2019 and has held it in 17 quarters since.
Retirement Group's State Street Industrial Select Sector SPDR ETF position peaked at $597K in Q3 2023.
1,213 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.