Sonora Investment Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Sonora Investment Management’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	$27K	Buy	275 +200	+267%	+$20.5K	﹤0.01%	555
2021 Q2	$8K	Sell	75 -25	-25%	-$2.56K	﹤0.01%	755
2021 Q1	$10K	Buy	+100	New	+$9.16K	﹤0.01%	1296
2019 Q3	–	Sell	-148	Closed	-$11K	–	1828
2019 Q2	$11K	Buy	+148	New	+$11.3K	﹤0.01%	1116
2016 Q2	–	Sell	-75	Closed	-$4.21K	–	935
2016 Q1	$4.21K	Hold	75	–	–	﹤0.01%	758
2015 Q4	$4K	Hold	75	–	–	﹤0.01%	672
2015 Q3	$4K	Buy	+75	New	+$3.95K	﹤0.01%	832

Other funds holding XLI

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sonora Investment Management's XLI Position: Q3 2021 in Review

Sonora Investment Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 267% in Q3 2021, buying an estimated $20.5K and bringing the position to 275 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #555.

Sonora Investment Management first reported a position in XLI in Q3 2015 and has held it in 7 quarters since. 1,002 funds tracked by Wall St. Rank hold XLI as of Q3 2021.

Sonora Investment Management held 275 shares of State Street Industrial Select Sector SPDR ETF worth $27K as of Q3 2021.
Sonora Investment Management bought 200 State Street Industrial Select Sector SPDR ETF shares in Q3 2021, an estimated $20.5K.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #555 holding.
Sonora Investment Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2015 and has held it in 7 quarters since.
1,002 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.