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

Ropes 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
2021 Q1	–	Sell	-384	Closed	-$34K	–	810
2020 Q4	$34K	Buy	+384	New	+$32.4K	0.01%	430
2020 Q1	–	Sell	-2,355	Closed	-$192K	–	576
2019 Q4	$192K	Buy	2,355 +2,157	+1,089%	+$172K	0.04%	215
2019 Q3	$15K	Buy	+198	New	+$15.2K	﹤0.01%	455
2019 Q2	–	Sell	-166	Closed	-$12K	–	586
2019 Q1	$12K	Buy	+166	New	+$12K	﹤0.01%	442

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ropes Wealth Advisors's XLI Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2021, closing a stake of 384 shares — an estimated $34K sold.

Ropes Wealth Advisors first reported a position in XLI in Q1 2019 and held it in 4 quarters. The position peaked at $192K in Q4 2019. 963 funds tracked by Wall St. Rank hold XLI as of Q1 2021.

Ropes Wealth Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 384 State Street Industrial Select Sector SPDR ETF shares in Q1 2021, an estimated $34K.
Ropes Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2019 and held it in 4 quarters.
Ropes Wealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $192K in Q4 2019.
963 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.