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

River 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 Q1	–	Sell	-2,498	Closed	-$245K	–	217
2022 Q4	$245K	Buy	+2,498	New	+$238K	0.05%	192
2022 Q3	–	Sell	-3,505	Closed	-$306K	–	213
2022 Q2	$306K	Hold	3,505	–	–	0.06%	178
2022 Q1	$361K	Buy	3,505 +113	+3%	+$11.5K	0.06%	170
2021 Q4	$359K	Buy	3,392 +107	+3%	+$11.1K	0.06%	180
2021 Q3	$321K	Sell	3,285 -90	-3%	-$9.24K	0.06%	179
2021 Q2	$346K	Sell	3,375 -159	-4%	-$16.3K	0.06%	176
2021 Q1	$348K	Hold	3,534	–	–	0.07%	170
2020 Q4	$313K	Sell	3,534 -62	-2%	-$5.22K	0.07%	173
2020 Q3	$277K	Hold	3,596	–	–	0.07%	170
2020 Q2	$247K	Hold	3,596	–	–	0.08%	163
2020 Q1	$212K	Buy	+3,596	New	+$271K	0.08%	149
2019 Q1	–	Sell	-2,559	Closed	-$165K	–	518
2018 Q4	$165K	Sell	2,559 -772	-23%	-$54.7K	0.07%	160
2018 Q3	$261K	Buy	3,331 +219	+7%	+$16.7K	0.1%	149
2018 Q2	$223K	Hold	3,112	–	–	0.09%	155
2018 Q1	$231K	Hold	3,112	–	–	0.1%	155
2017 Q4	$235K	Hold	3,112	–	–	0.1%	152
2017 Q3	$221K	Hold	3,112	–	–	0.1%	149
2017 Q2	$212K	Sell	3,112 -70	-2%	-$4.67K	0.1%	152
2017 Q1	$207K	Buy	+3,182	New	+$206K	0.1%	150

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

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

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

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

River Wealth Advisors's XLI Position: Q1 2023 in Review

River Wealth Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2023, closing a stake of 2,498 shares — an estimated $245K sold.

River Wealth Advisors first reported a position in XLI in Q1 2017 and held it in 19 quarters. The position peaked at $361K in Q1 2022. 1,050 funds tracked by Wall St. Rank hold XLI as of Q1 2023.

River Wealth Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
River Wealth Advisors sold 2,498 State Street Industrial Select Sector SPDR ETF shares in Q1 2023, an estimated $245K.
River Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2017 and held it in 19 quarters.
River Wealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $361K in Q1 2022.
1,050 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2023.

Based on River Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.