Strategic Asset Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Strategic Asset Management’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	$13K	Hold	157	–	–	0.02%	331
2022 Q2	$14K	Hold	157	–	–	0.02%	337
2022 Q1	$16K	Sell	157 -208	-57%	-$21.1K	0.02%	317
2021 Q4	$39K	Sell	365 -18	-5%	-$1.87K	0.05%	191
2021 Q3	$39K	Buy	+383	New	+$39.3K	0.05%	173

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

Strategic Asset Management's XLI Position: Q3 2022 in Review

Strategic Asset Management held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q3 2022 at 157 shares worth $13K. The position accounts for 0.02% of the portfolio, ranked #331.

Strategic Asset Management first reported a position in XLI in Q3 2021 and has held it in 5 quarters since. The position peaked at $39K in Q4 2021. 934 funds tracked by Wall St. Rank hold XLI as of Q3 2022.

Strategic Asset Management held 157 shares of State Street Industrial Select Sector SPDR ETF worth $13K as of Q3 2022.
Strategic Asset Management left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q3 2022.
State Street Industrial Select Sector SPDR ETF made up 0.02% of Strategic Asset Management's portfolio in Q3 2022, its #331 holding.
Strategic Asset Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2021 and has held it in 5 quarters since.
Strategic Asset Management's State Street Industrial Select Sector SPDR ETF position peaked at $39K in Q4 2021.
934 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.