Scopus Asset Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Scopus Asset Management’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 Q1	–	Sell	-600,000	Closed	-$60.9M	–	380
2021 Q4	$63.5M	Buy	+600,000	New	+$62.3M	1.36%	10
2013 Q3	–	Sell	-250,000	Closed	-$10.7M	–	226
2013 Q2	$10.7M	Buy	+250,000	New	+$10.6M	0.3%	71

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIFH

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

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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

Scopus Asset Management's XLI Position: Q1 2022 in Review

Scopus Asset Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2022, closing a stake of 600,000 shares — an estimated $60.9M sold.

Scopus Asset Management first reported a position in XLI in Q2 2013 and held it in 2 quarters. The position peaked at $63.5M in Q4 2021. 1,068 funds tracked by Wall St. Rank hold XLI as of Q1 2022.

Scopus Asset Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
Scopus Asset Management sold 600,000 State Street Industrial Select Sector SPDR ETF shares in Q1 2022, an estimated $60.9M.
Scopus Asset Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and held it in 2 quarters.
Scopus Asset Management's State Street Industrial Select Sector SPDR ETF position peaked at $63.5M 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 Scopus Asset Management's 13F filing for Q1 2022, filed 16 May 2022.