Stonebridge Financial Planning Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Stonebridge Financial Planning Group’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 Q1	–	Sell	-130	Closed	-$13K	–	370
2021 Q4	$13K	Hold	130	–	–	0.01%	327
2021 Q3	$14K	Hold	130	–	–	0.01%	324
2021 Q2	$13K	Hold	130	–	–	0.01%	339
2021 Q1	$13K	Hold	130	–	–	0.01%	342
2020 Q4	$12K	Hold	130	–	–	0.01%	318
2020 Q3	$11K	Hold	130	–	–	0.01%	315
2020 Q2	$9K	Hold	130	–	–	0.01%	327
2020 Q1	$8K	Hold	130	–	–	0.01%	332
2019 Q4	$11K	Buy	+130	New	+$10.4K	0.01%	286

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

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

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

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

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

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

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

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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Stonebridge Financial Planning Group's XLI Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2022, closing a stake of 130 shares — an estimated $13K sold.

Stonebridge Financial Planning Group first reported a position in XLI in Q4 2019 and held it in 9 quarters. The position peaked at $14K in Q3 2021. 1,068 funds tracked by Wall St. Rank hold XLI as of Q1 2022.

Stonebridge Financial Planning Group reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
Stonebridge Financial Planning Group sold 130 State Street Industrial Select Sector SPDR ETF shares in Q1 2022, an estimated $13K.
Stonebridge Financial Planning Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2019 and held it in 9 quarters.
Stonebridge Financial Planning Group's State Street Industrial Select Sector SPDR ETF position peaked at $14K in Q3 2021.
1,068 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.