SWM
XLI icon

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

Selective 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
2022
Q4 		– Sell
-482
Closed -$40K – 744
2022
Q3 		$40K Sell
482
-108
-18% -$9.94K 0.02% 321
2022
Q2 		$52K Buy
590
+539
+1,057% +$50.8K 0.02% 317
2022
Q1 		$5K Hold
51
– – ﹤0.01% 605
2021
Q4 		$5K Hold
51
– – ﹤0.01% 560
2021
Q3 		$5K Hold
51
– – ﹤0.01% 503
2021
Q2 		$5K Sell
51
-50
-50% -$5.12K ﹤0.01% 414
2021
Q1 		$10K Sell
101
-20
-17% -$1.83K 0.01% 258
2020
Q4 		$11K Buy
+121
New +$10.2K 0.01% 238

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return