Sargent Bickham Lagudis’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Sargent Bickham Lagudis’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	$468K	Hold	4,770	–	–	0.04%	192
2022 Q3	$395K	Sell	4,770 -25	-0.5%	-$2.3K	0.04%	187
2022 Q2	$419K	Buy	4,795 +50	+1%	+$4.71K	0.04%	191
2022 Q1	$489K	Sell	4,745 -9,728	-67%	-$988K	0.04%	185
2021 Q4	$1.53M	Buy	14,473 +8,299	+134%	+$862K	0.12%	114
2021 Q3	$604K	Buy	6,174 +96	+2%	+$9.86K	0.05%	156
2021 Q2	$622K	Sell	6,078 -283	-4%	-$29K	0.05%	151
2021 Q1	$626K	Buy	6,361 +528	+9%	+$48.3K	0.06%	142
2020 Q4	$517K	Hold	5,833	–	–	0.05%	156
2020 Q3	$449K	Hold	5,833	–	–	0.05%	152
2020 Q2	$401K	Sell	5,833 -1,110	-16%	-$72K	0.04%	149
2020 Q1	$410K	Buy	6,943 +2,332	+51%	+$176K	0.05%	153
2019 Q4	$376K	Hold	4,611	–	–	0.04%	162
2019 Q3	$358K	Sell	4,611 -628	-12%	-$48.2K	0.04%	154
2019 Q2	$406K	Hold	5,239	–	–	0.05%	150
2019 Q1	$393K	Sell	5,239 -331	-6%	-$24K	0.05%	160
2018 Q4	$359K	Hold	5,570	–	–	0.05%	156
2018 Q3	$437K	Hold	5,570	–	–	0.05%	149
2018 Q2	$399K	Sell	5,570 -1,614	-22%	-$120K	0.05%	148
2018 Q1	$534K	Sell	7,184 -4,195	-37%	-$323K	0.07%	140
2017 Q4	$861K	Buy	11,379 +2,174	+24%	+$158K	0.1%	125
2017 Q3	$654K	Buy	9,205 +4,405	+92%	+$303K	0.08%	137
2017 Q2	$327K	Buy	4,800 +1,767	+58%	+$118K	0.04%	166
2017 Q1	$197K	Hold	3,033	–	–	0.03%	210
2016 Q4	$189K	Buy	3,033 +2,166	+250%	+$130K	0.03%	204
2016 Q3	$357K	Sell	867 -5,563	-87%	-$323K	0.05%	154
2016 Q2	$360K	Hold	6,430	–	–	0.06%	156
2016 Q1	$357K	Buy	+6,430	New	+$332K	0.06%	157

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sargent Bickham Lagudis's XLI Position: Q4 2022 in Review

Sargent Bickham Lagudis held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q4 2022 at 4,770 shares worth $468K. The position accounts for 0.04% of the portfolio, ranked #192.

Sargent Bickham Lagudis first reported a position in XLI in Q1 2016 and has held it in 28 quarters since. The position peaked at $1.53M in Q4 2021. 1,043 funds tracked by Wall St. Rank hold XLI as of Q4 2022.

Sargent Bickham Lagudis held 4,770 shares of State Street Industrial Select Sector SPDR ETF worth $468K as of Q4 2022.
Sargent Bickham Lagudis left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q4 2022.
State Street Industrial Select Sector SPDR ETF made up 0.04% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #192 holding.
Sargent Bickham Lagudis first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's State Street Industrial Select Sector SPDR ETF position peaked at $1.53M in Q4 2021.
1,043 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.