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

SkyOak 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
2021 Q3	–	Sell	-58,466	Closed	-$5.99M	–	256
2021 Q2	$5.99M	Buy	+58,466	New	+$5.99M	1.6%	14
2021 Q1	–	Sell	-50,964	Closed	-$4.51M	–	254
2020 Q4	$4.51M	Buy	50,964 +10,109	+25%	+$852K	1.4%	16
2020 Q3	$3.15M	Buy	+40,855	New	+$3.06M	1.13%	23
2020 Q1	–	Sell	-32,633	Closed	-$2.66M	–	322
2019 Q4	$2.66M	Buy	+32,633	New	+$2.6M	0.82%	33

Other funds holding XLI

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

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

SkyOak Wealth's XLI Position: Q3 2021 in Review

SkyOak Wealth sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2021, closing a stake of 58,466 shares — an estimated $5.99M sold.

SkyOak Wealth first reported a position in XLI in Q4 2019 and held it in 4 quarters. The position peaked at $5.99M in Q2 2021. 1,002 funds tracked by Wall St. Rank hold XLI as of Q3 2021.

SkyOak Wealth reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2021 after selling out during the quarter.
SkyOak Wealth sold 58,466 State Street Industrial Select Sector SPDR ETF shares in Q3 2021, an estimated $5.99M.
SkyOak Wealth first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2019 and held it in 4 quarters.
SkyOak Wealth's State Street Industrial Select Sector SPDR ETF position peaked at $5.99M in Q2 2021.
1,002 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2021.

Based on SkyOak Wealth's 13F filing for Q3 2021, filed 21 Oct 2021.