Schneider Downs Wealth Management Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-4,382
Closed -$464K 163
2021
Q4
$464K Hold
4,382
0.11% 83
2021
Q3
$429K Buy
4,382
+2,364
+117% +$243K 0.11% 85
2021
Q2
$207K Buy
+2,018
New +$207K 0.05% 135

Other funds holding XLI

Schneider Downs Wealth Management Advisors's XLI Position: Q1 2022 in Review

Schneider Downs Wealth Management Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2022, closing a stake of 4,382 shares — an estimated $464K sold.

Schneider Downs Wealth Management Advisors first reported a position in XLI in Q2 2021 and held it in 3 quarters. The position peaked at $464K in Q4 2021. 1,068 funds tracked by Wall St. Rank hold XLI as of Q1 2022.

  • Schneider Downs Wealth Management Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
  • Schneider Downs Wealth Management Advisors sold 4,382 State Street Industrial Select Sector SPDR ETF shares in Q1 2022, an estimated $464K.
  • Schneider Downs Wealth Management Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2021 and held it in 3 quarters.
  • Schneider Downs Wealth Management Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $464K in Q4 2021.
  • 1,068 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2022.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q1 2022, filed 2 May 2022.