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

Signify Wealth’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
2024 Q1	–	Sell	-3,675	Closed	-$419K	–	32
2023 Q4	$419K	Buy	3,675 +1,409	+62%	+$148K	0.63%	24
2023 Q3	$230K	Sell	2,266 -26,958	-92%	-$2.89M	0.31%	36
2023 Q2	$3.14M	Sell	29,224 -6,734	-19%	-$678K	2.7%	14
2023 Q1	$3.64M	Buy	35,958 +9,651	+37%	+$971K	3.21%	13
2022 Q4	$2.58M	Buy	+26,307	New	+$2.51M	2.26%	15

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Signify Wealth's XLI Position: Q1 2024 in Review

Signify Wealth sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2024, closing a stake of 3,675 shares — an estimated $419K sold.

Signify Wealth first reported a position in XLI in Q4 2022 and held it in 5 quarters. The position peaked at $3.64M in Q1 2023. 1,213 funds tracked by Wall St. Rank hold XLI as of Q1 2024.

Signify Wealth reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Signify Wealth sold 3,675 State Street Industrial Select Sector SPDR ETF shares in Q1 2024, an estimated $419K.
Signify Wealth first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2022 and held it in 5 quarters.
Signify Wealth's State Street Industrial Select Sector SPDR ETF position peaked at $3.64M in Q1 2023.
1,213 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2024.

Based on Signify Wealth's 13F filing for Q1 2024, filed 25 Apr 2024.