Sterling Investment Advisors (Pennsylvania)’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2022 Q3	–	Sell	-68	Closed	-$6K	–	535
2022 Q2	$6K	Hold	68	–	–	﹤0.01%	446
2022 Q1	$7K	Hold	68	–	–	﹤0.01%	476
2021 Q4	$7K	Hold	68	–	–	﹤0.01%	471
2021 Q3	$7K	Buy	+68	New	+$6.99K	﹤0.01%	465

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

Sterling Investment Advisors (Pennsylvania)'s XLI Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2022, closing a stake of 68 shares — an estimated $6K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in XLI in Q3 2021 and held it in 4 quarters. The position peaked at $7K in Q1 2022. 935 funds tracked by Wall St. Rank hold XLI as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 68 State Street Industrial Select Sector SPDR ETF shares in Q3 2022, an estimated $6K.
Sterling Investment Advisors (Pennsylvania) first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2021 and held it in 4 quarters.
Sterling Investment Advisors (Pennsylvania)'s State Street Industrial Select Sector SPDR ETF position peaked at $7K in Q1 2022.
935 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.