Smart Portfolios LLC’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Smart Portfolios LLC’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 Q2	–	Sell	-4,470	Closed	-$452K	–	49
2023 Q1	$452K	Sell	4,470 -95	-2%	-$9.55K	0.8%	32
2022 Q4	$448K	Buy	+4,565	New	+$435K	0.9%	32
2022 Q2	$462K	Buy	4,632 +849	+22%	+$80K	0.93%	27
2022 Q1	$390K	Buy	3,783 +131	+4%	+$13.3K	0.62%	37
2021 Q4	$386K	Buy	+3,652	New	+$379K	0.29%	45
2021 Q3	–	Sell	-2,043	Closed	-$209K	–	57
2021 Q2	$209K	Sell	2,043 -2,939	-59%	-$301K	0.16%	49
2021 Q1	$490K	Buy	+4,982	New	+$456K	0.42%	29
2015 Q1	–	Sell	-3,741	Closed	-$212K	–	32
2014 Q4	$212K	Buy	+3,741	New	+$206K	0.24%	31
2014 Q2	–	Sell	-5,463	Closed	-$285K	–	32
2014 Q1	$285K	Sell	5,463 -5,477	-50%	-$281K	0.37%	24
2013 Q4	$570K	Buy	+10,940	New	+$538K	0.76%	21

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Smart Portfolios LLC's XLI Position: Q2 2023 in Review

Smart Portfolios LLC sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2023, closing a stake of 4,470 shares — an estimated $452K sold.

Smart Portfolios LLC first reported a position in XLI in Q4 2013 and held it in 10 quarters. The position peaked at $570K in Q4 2013. 1,091 funds tracked by Wall St. Rank hold XLI as of Q2 2023.

Smart Portfolios LLC reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
Smart Portfolios LLC sold 4,470 State Street Industrial Select Sector SPDR ETF shares in Q2 2023, an estimated $452K.
Smart Portfolios LLC first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2013 and held it in 10 quarters.
Smart Portfolios LLC's State Street Industrial Select Sector SPDR ETF position peaked at $570K in Q4 2013.
1,091 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2023.

Based on Smart Portfolios LLC's 13F filing for Q2 2023, filed 14 Jul 2023.