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

StrategIQ Financial 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
2023 Q4	$4.26M	Buy	37,399 +95	+0.3%	+$9.97K	0.48%	50
2023 Q3	$3.78M	Sell	37,304 -769	-2%	-$82.3K	0.44%	53
2023 Q2	$4.09M	Buy	38,073 +1,052	+3%	+$106K	0.47%	53
2023 Q1	$3.75M	Buy	37,021 +1,809	+5%	+$182K	0.43%	57
2022 Q4	$3.46M	Buy	35,212 +525	+2%	+$50K	0.4%	57
2022 Q3	$2.87M	Buy	34,687 +3,276	+10%	+$302K	0.37%	62
2022 Q2	$2.74M	Buy	31,411 +1,295	+4%	+$122K	0.33%	66
2022 Q1	$3.1M	Buy	30,116 +1,995	+7%	+$203K	0.34%	69
2021 Q4	$2.98M	Buy	28,121 +3,562	+15%	+$370K	0.3%	72
2021 Q3	$2.4M	Buy	24,559 +5,147	+27%	+$529K	0.48%	54
2021 Q2	$1.99M	Buy	19,412 +2,733	+16%	+$280K	0.39%	58
2021 Q1	$1.64M	Buy	16,679 +2,385	+17%	+$218K	0.35%	63
2020 Q4	$1.27M	Buy	14,294 +5,760	+67%	+$485K	0.28%	74
2020 Q3	$657K	Buy	8,534 +4,525	+113%	+$338K	0.16%	106
2020 Q2	$275K	Buy	+4,009	New	+$260K	0.07%	164
2019 Q3	–	Sell	-2,786	Closed	-$216K	–	202
2019 Q2	$216K	Sell	2,786 -293	-10%	-$22.3K	0.06%	184
2019 Q1	$231K	Sell	3,079 -391	-11%	-$28.3K	0.07%	171
2018 Q4	$224K	Buy	3,470 +109	+3%	+$7.72K	0.08%	166
2018 Q3	$263K	Buy	3,361 +7	+0.2%	+$533	0.08%	162
2018 Q2	$240K	Buy	3,354 +205	+7%	+$15.2K	0.08%	159
2018 Q1	$234K	Sell	3,149 -1,447	-31%	-$111K	0.09%	152
2017 Q4	$348K	Sell	4,596 -489	-10%	-$35.6K	0.14%	113
2017 Q3	$361K	Sell	5,085 -290	-5%	-$19.9K	0.15%	101
2017 Q2	$366K	Buy	5,375 +310	+6%	+$20.7K	0.16%	106
2017 Q1	$330K	Buy	5,065 +1,410	+39%	+$91.1K	0.15%	104
2016 Q4	$227K	Buy	+3,655	New	+$220K	0.11%	118

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

StrategIQ Financial Group's XLI Position: Q4 2023 in Review

StrategIQ Financial Group increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.25% in Q4 2023, buying an estimated $9.97K and bringing the position to 37,399 shares worth $4.26M. The position accounts for 0.48% of the portfolio, ranked #50.

StrategIQ Financial Group first reported a position in XLI in Q4 2016 and has held it in 26 quarters since. 1,189 funds tracked by Wall St. Rank hold XLI as of Q4 2023.

StrategIQ Financial Group held 37,399 shares of State Street Industrial Select Sector SPDR ETF worth $4.26M as of Q4 2023.
StrategIQ Financial Group bought 95 State Street Industrial Select Sector SPDR ETF shares in Q4 2023, an estimated $9.97K.
State Street Industrial Select Sector SPDR ETF made up 0.48% of StrategIQ Financial Group's portfolio in Q4 2023, its #50 holding.
StrategIQ Financial Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2016 and has held it in 26 quarters since.
1,189 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.