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Sittner & Nelson’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Sittner & Nelson’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
2023
Q3 		– Sell
-60
Closed -$6.44K – 487
2023
Q2 		$6.44K Buy
+60
New +$6.04K ﹤0.01% 380

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Sittner & Nelson's XLI Position: Q3 2023 in Review

Sittner & Nelson sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2023, closing a stake of 60 shares — an estimated $6.44K sold.

Sittner & Nelson first reported a position in XLI in Q2 2023 and held it in 1 quarter. The position peaked at $6.44K in Q2 2023. 1,086 funds tracked by Wall St. Rank hold XLI as of Q3 2023.

  • Sittner & Nelson reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
  • Sittner & Nelson sold 60 State Street Industrial Select Sector SPDR ETF shares in Q3 2023, an estimated $6.44K.
  • Sittner & Nelson first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2023 and held it in 1 quarter.
  • Sittner & Nelson's State Street Industrial Select Sector SPDR ETF position peaked at $6.44K in Q2 2023.
  • 1,086 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2023.

Based on Sittner & Nelson's 13F filing for Q3 2023, filed 13 Nov 2023.