SFMG Wealth Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

SFMG Wealth Advisors’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	-2,748	Closed	-$233K	–	280
2022 Q3	$233K	Sell	2,748 -570	-17%	-$52.5K	0.03%	200
2022 Q2	$290K	Sell	3,318 -187	-5%	-$17.6K	0.03%	184
2022 Q1	$361K	Hold	3,505	–	–	0.04%	180
2021 Q4	$371K	Sell	3,505 -196	-5%	-$20.4K	0.04%	175
2021 Q3	$362K	Sell	3,701 -241	-6%	-$24.8K	0.04%	178
2021 Q2	$404K	Sell	3,942 -48	-1%	-$4.92K	0.04%	170
2021 Q1	$393K	Buy	3,990 +10	+0.3%	+$916	0.05%	162
2020 Q4	$352K	Buy	+3,980	New	+$335K	0.04%	156
2015 Q2	–	Sell	-634,776	Closed	-$35.4M	–	174
2015 Q1	$35.4M	Buy	+634,776	New	+$35.7M	2.86%	12
2014 Q1	–	Sell	-243,581	Closed	-$12.7M	–	84
2013 Q4	$12.7M	Buy	243,581 +18,705	+8%	+$919K	4.38%	9
2013 Q3	$10.4M	Buy	+224,876	New	+$10.2M	4.18%	9

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

SFMG Wealth Advisors's XLI Position: Q4 2022 in Review

SFMG Wealth Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2022, closing a stake of 2,748 shares — an estimated $233K sold.

SFMG Wealth Advisors first reported a position in XLI in Q3 2013 and held it in 11 quarters. The position peaked at $35.4M in Q1 2015. 1,043 funds tracked by Wall St. Rank hold XLI as of Q4 2022.

SFMG Wealth Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
SFMG Wealth Advisors sold 2,748 State Street Industrial Select Sector SPDR ETF shares in Q4 2022, an estimated $233K.
SFMG Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2013 and held it in 11 quarters.
SFMG Wealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $35.4M in Q1 2015.
1,043 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2022.

Based on SFMG Wealth Advisors's 13F filing for Q4 2022, filed 25 Jan 2023.