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Segment Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Segment Wealth 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
2021
Q1 		– Sell
-3,700
Closed -$328K – 233
2020
Q4 		$328K Buy
+3,700
New +$312K 0.05% 174

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Segment Wealth Management's XLI Position: Q1 2021 in Review

Segment Wealth Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2021, closing a stake of 3,700 shares — an estimated $328K sold.

Segment Wealth Management first reported a position in XLI in Q4 2020 and held it in 1 quarter. The position peaked at $328K in Q4 2020. 963 funds tracked by Wall St. Rank hold XLI as of Q1 2021.

  • Segment Wealth Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2021 after selling out during the quarter.
  • Segment Wealth Management sold 3,700 State Street Industrial Select Sector SPDR ETF shares in Q1 2021, an estimated $328K.
  • Segment Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and held it in 1 quarter.
  • Segment Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $328K in Q4 2020.
  • 963 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2021.

Based on Segment Wealth Management's 13F filing for Q1 2021, filed 10 May 2021.