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

Secure 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
2023 Q4	–	Sell	-1,988	Closed	-$202K	–	249
2023 Q3	$202K	Sell	1,988 -53	-3%	-$5.67K	0.06%	209
2023 Q2	$219K	Buy	2,041 +5	+0.2%	+$503	0.07%	177
2023 Q1	$206K	Sell	2,036 -1,811	-47%	-$182K	0.07%	183
2022 Q4	$378K	Buy	3,847 +33	+0.9%	+$3.14K	0.14%	132
2022 Q3	$316K	Sell	3,814 -672	-15%	-$61.9K	0.18%	105
2022 Q2	$392K	Sell	4,486 -1,245	-22%	-$117K	0.22%	93
2022 Q1	$590K	Buy	5,731 +1,803	+46%	+$183K	0.27%	75
2021 Q4	$416K	Buy	3,928 +560	+17%	+$58.2K	0.17%	101
2021 Q3	$330K	Buy	3,368 +2	+0.1%	+$205	0.16%	111
2021 Q2	$345K	Buy	+3,366	New	+$345K	0.18%	116
2020 Q1	–	Sell	-3,373	Closed	-$275K	–	164
2019 Q4	$275K	Buy	+3,373	New	+$269K	0.19%	124

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Secure Asset Management's XLI Position: Q4 2023 in Review

Secure Asset Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2023, closing a stake of 1,988 shares — an estimated $202K sold.

Secure Asset Management first reported a position in XLI in Q4 2019 and held it in 11 quarters. The position peaked at $590K in Q1 2022. 1,187 funds tracked by Wall St. Rank hold XLI as of Q4 2023.

Secure Asset Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Secure Asset Management sold 1,988 State Street Industrial Select Sector SPDR ETF shares in Q4 2023, an estimated $202K.
Secure Asset Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2019 and held it in 11 quarters.
Secure Asset Management's State Street Industrial Select Sector SPDR ETF position peaked at $590K in Q1 2022.
1,187 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2023.

Based on Secure Asset Management's 13F filing for Q4 2023, filed 22 Jan 2024.