SFA
XLI icon

Source Financial Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Source Financial Advisors’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
Q3 		$366K Buy
2,699
+939
+53% +$119K 0.11% 83
2024
Q2 		$214K Sell
1,760
-63
-3% -$7.76K 0.07% 109
2024
Q1 		$230K Sell
1,823
-1,082
-37% -$127K 0.07% 111
2023
Q4 		$331K Sell
2,905
-54
-2% -$5.67K 0.1% 96
2023
Q3 		$300K Sell
2,959
-400
-12% -$42.8K 0.1% 102
2023
Q2 		$360K Sell
3,359
-299
-8% -$30.1K 0.12% 96
2023
Q1 		$370K Sell
3,658
-61
-2% -$6.13K 0.12% 90
2022
Q4 		$365K Sell
3,719
-29
-0.8% -$2.76K 0.14% 88
2022
Q3 		$310K Sell
3,748
-419
-10% -$38.6K 0.12% 88
2022
Q2 		$364K Sell
4,167
-109
-3% -$10.3K 0.14% 86
2022
Q1 		$440K Sell
4,276
-207
-5% -$21K 0.13% 84
2021
Q4 		$474K Sell
4,483
-90
-2% -$9.35K 0.13% 77
2021
Q3 		$447K Sell
4,573
-4,697
-51% -$483K 0.12% 75
2021
Q2 		$949K Buy
9,270
+348
+4% +$35.7K 0.24% 50
2021
Q1 		$878K Buy
8,922
+68
+0.8% +$6.23K 0.23% 54
2020
Q4 		$784K Buy
+8,854
New +$746K 0.21% 56

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Source Financial Advisors's XLI Position: Q3 2024 in Review

Source Financial Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 53% in Q3 2024, buying an estimated $119K and bringing the position to 2,699 shares worth $366K. The position accounts for 0.11% of the portfolio, ranked #83.

Source Financial Advisors first reported a position in XLI in Q4 2020 and has held it in 16 quarters since. The position peaked at $949K in Q2 2021. 1,262 funds tracked by Wall St. Rank hold XLI as of Q3 2024.

  • Source Financial Advisors held 2,699 shares of State Street Industrial Select Sector SPDR ETF worth $366K as of Q3 2024.
  • Source Financial Advisors bought 939 State Street Industrial Select Sector SPDR ETF shares in Q3 2024, an estimated $119K.
  • State Street Industrial Select Sector SPDR ETF made up 0.11% of Source Financial Advisors's portfolio in Q3 2024, its #83 holding.
  • Source Financial Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and has held it in 16 quarters since.
  • Source Financial Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $949K in Q2 2021.
  • 1,262 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.