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

San Luis 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 Q2	–	Sell	-2,110	Closed	-$213K	–	192
2023 Q1	$213K	Sell	2,110 -113	-5%	-$11.4K	0.08%	153
2022 Q4	$218K	Buy	+2,223	New	+$212K	0.2%	67
2022 Q3	–	Sell	-3,565	Closed	-$311K	–	86
2022 Q2	$311K	Buy	3,565 +1,998	+128%	+$188K	0.36%	46
2022 Q1	$166K	Buy	+1,567	New	+$159K	0.08%	167
2020 Q4	$483K	Buy	+5,449	New	+$459K	0.31%	84

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

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

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

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

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

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

San Luis Wealth Advisors's XLI Position: Q2 2023 in Review

San Luis Wealth Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2023, closing a stake of 2,110 shares — an estimated $213K sold.

San Luis Wealth Advisors first reported a position in XLI in Q4 2020 and held it in 5 quarters. The position peaked at $483K in Q4 2020. 1,091 funds tracked by Wall St. Rank hold XLI as of Q2 2023.

San Luis Wealth Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
San Luis Wealth Advisors sold 2,110 State Street Industrial Select Sector SPDR ETF shares in Q2 2023, an estimated $213K.
San Luis Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and held it in 5 quarters.
San Luis Wealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $483K in Q4 2020.
1,091 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2023.

Based on San Luis Wealth Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.