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

Soundmark Wealth 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
2024 Q2	–	Sell	-1,966	Closed	-$248K	–	68
2024 Q1	$248K	Buy	1,966 +6	+0.3%	+$706	0.11%	61
2023 Q4	$223K	Buy	+1,960	New	+$206K	0.11%	62
2023 Q3	–	Sell	-1,941	Closed	-$208K	–	65
2023 Q2	$208K	Buy	+1,941	New	+$195K	0.12%	58
2022 Q1	–	Sell	-1,893	Closed	-$200K	–	61
2021 Q4	$200K	Buy	+1,893	New	+$197K	0.14%	56

Other funds holding XLI

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

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

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

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

Soundmark Wealth Management's XLI Position: Q2 2024 in Review

Soundmark Wealth Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2024, closing a stake of 1,966 shares — an estimated $248K sold.

Soundmark Wealth Management first reported a position in XLI in Q4 2021 and held it in 4 quarters. The position peaked at $248K in Q1 2024. 1,223 funds tracked by Wall St. Rank hold XLI as of Q2 2024.

Soundmark Wealth Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Soundmark Wealth Management sold 1,966 State Street Industrial Select Sector SPDR ETF shares in Q2 2024, an estimated $248K.
Soundmark Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and held it in 4 quarters.
Soundmark Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $248K in Q1 2024.
1,223 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2024.

Based on Soundmark Wealth Management's 13F filing for Q2 2024.