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Stillwater Investment Management (Minnesota)’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Stillwater Investment Management (Minnesota)’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
2023
Q1 		$3.77M Buy
37,310
+157
+0.4% +$15.8K 1.01% 25
2022
Q4 		$3.65M Buy
37,153
+501
+1% +$47.7K 1.03% 23
2022
Q3 		$3.04M Buy
36,652
+180
+0.5% +$16.6K 0.94% 25
2022
Q2 		$3.19M Buy
36,472
+227
+0.6% +$21.4K 0.94% 24
2022
Q1 		$3.73M Buy
36,245
+1,394
+4% +$142K 0.94% 26
2021
Q4 		$3.69M Buy
34,851
+702
+2% +$72.9K 0.91% 26
2021
Q3 		$3.34M Buy
34,149
+1,720
+5% +$177K 0.89% 27
2021
Q2 		$3.32M Buy
32,429
+589
+2% +$60.3K 0.88% 30
2021
Q1 		$3.13M Sell
31,840
-130
-0.4% -$11.9K 0.9% 30
2020
Q4 		$2.83M Buy
31,970
+1,840
+6% +$155K 0.87% 29
2020
Q3 		$2.32M Buy
30,130
+1,268
+4% +$94.8K 0.84% 33
2020
Q2 		$1.98M Buy
28,862
+1,545
+6% +$100K 0.78% 36
2020
Q1 		$1.61M Buy
27,317
+356
+1% +$26.8K 0.77% 36
2019
Q4 		$2.2M Buy
26,961
+314
+1% +$25.1K 0.83% 37
2019
Q3 		$2.07M Buy
26,647
+10
+0% +$767 0.86% 36
2019
Q2 		$2.06M Sell
26,637
-2,896
-10% -$220K 0.87% 36
2019
Q1 		$2.22M Buy
29,533
+1,032
+4% +$74.7K 0.91% 33
2018
Q4 		$1.84M Buy
28,501
+787
+3% +$55.8K 0.86% 36
2018
Q3 		$2.17M Buy
27,714
+424
+2% +$32.3K 0.88% 35
2018
Q2 		$1.96M Buy
27,290
+1,879
+7% +$139K 0.84% 34
2018
Q1 		$1.89M Buy
25,411
+25
+0.1% +$1.93K 0.82% 37
2017
Q4 		$1.92M Sell
25,386
-749
-3% -$54.5K 1.17% 41
2017
Q3 		$1.86M Sell
26,135
-672
-3% -$46.2K 0.84% 40
2017
Q2 		$1.83M Buy
26,807
+188
+0.7% +$12.5K 0.87% 41
2017
Q1 		$1.73M Buy
26,619
+4,210
+19% +$272K 0.83% 41
2016
Q4 		$1.39M Buy
22,409
+13,254
+145% +$798K 0.72% 46
2016
Q3 		$534K Sell
9,155
-476
-5% -$27.6K 0.29% 59
2016
Q2 		$539K Sell
9,631
-395
-4% -$22K 0.31% 57
2016
Q1 		$556K Sell
10,026
-237
-2% -$12.3K 0.33% 58
2015
Q4 		$544K Sell
10,263
-1,185
-10% -$63.6K 0.34% 58
2015
Q3 		$571K Sell
11,448
-36
-0.3% -$1.9K 0.38% 57
2015
Q2 		$621K Sell
11,484
-728
-6% -$40.8K 0.39% 56
2015
Q1 		$681K Sell
12,212
-48
-0.4% -$2.7K 0.44% 55
2014
Q4 		$694K Buy
12,260
+67
+0.5% +$3.68K 0.47% 55
2014
Q3 		$648K Sell
12,193
-169
-1% -$9.07K 0.46% 55
2014
Q2 		$668K Buy
12,362
+513
+4% +$27.4K 0.48% 56
2014
Q1 		$620K Sell
11,849
-79
-0.7% -$4.06K 0.47% 57
2013
Q4 		$623K Buy
+11,928
New +$586K 0.48% 60

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Stillwater Investment Management (Minnesota)'s XLI Position: Q1 2023 in Review

Stillwater Investment Management (Minnesota) increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.42% in Q1 2023, buying an estimated $15.8K and bringing the position to 37,310 shares worth $3.77M. The position accounts for 1.01% of the portfolio, ranked #25.

Stillwater Investment Management (Minnesota) first reported a position in XLI in Q4 2013 and has held it in 38 quarters since. 1,051 funds tracked by Wall St. Rank hold XLI as of Q1 2023.

  • Stillwater Investment Management (Minnesota) held 37,310 shares of State Street Industrial Select Sector SPDR ETF worth $3.77M as of Q1 2023.
  • Stillwater Investment Management (Minnesota) bought 157 State Street Industrial Select Sector SPDR ETF shares in Q1 2023, an estimated $15.8K.
  • State Street Industrial Select Sector SPDR ETF made up 1.01% of Stillwater Investment Management (Minnesota)'s portfolio in Q1 2023, its #25 holding.
  • Stillwater Investment Management (Minnesota) first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2013 and has held it in 38 quarters since.
  • 1,051 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2023.

Based on Stillwater Investment Management (Minnesota)'s 13F filing for Q1 2023, filed 5 Apr 2023.