Steward Partners Investment Solutions’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Steward Partners Investment Solutions’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 Q1	$5.86M	Buy	+46,501	New	+$5.47M	0.99%	23

Other funds holding XLI

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

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

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

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

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

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Steward Partners Investment Solutions's XLI Position: Q1 2024 in Review

Steward Partners Investment Solutions opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2024: 46,501 shares worth $5.86M. The stake represents 0.99% of the portfolio and ranks #23 among its holdings.

1,216 funds tracked by Wall St. Rank hold XLI as of Q1 2024.

Steward Partners Investment Solutions held 46,501 shares of State Street Industrial Select Sector SPDR ETF worth $5.86M as of Q1 2024.
State Street Industrial Select Sector SPDR ETF was a new Steward Partners Investment Solutions position in Q1 2024.
State Street Industrial Select Sector SPDR ETF made up 0.99% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #23 holding.
1,216 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.