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 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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

MIFH

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

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

Selective Wealth Management's XLI Position: Q4 2022 in Review

Selective Wealth Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2022, closing a stake of 482 shares — an estimated $40K sold.

Selective Wealth Management first reported a position in XLI in Q4 2020 and held it in 8 quarters. The position peaked at $52K in Q2 2022. 1,043 funds tracked by Wall St. Rank hold XLI as of Q4 2022.

Selective Wealth Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 482 State Street Industrial Select Sector SPDR ETF shares in Q4 2022, an estimated $40K.
Selective Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and held it in 8 quarters.
Selective Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $52K in Q2 2022.
1,043 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.