Sugarloaf Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Sugarloaf Wealth 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
2024 Q4	$33.9K	Sell	257 -73	-22%	-$10.1K	0.01%	342
2024 Q3	$44.8K	Buy	330 +73	+28%	+$9.28K	0.01%	316
2024 Q2	$31.3K	Hold	257	–	–	0.01%	342
2024 Q1	$32.4K	Hold	257	–	–	0.01%	340
2023 Q4	$29.3K	Hold	257	–	–	0.01%	343
2023 Q3	$26.1K	Hold	257	–	–	0.01%	358
2023 Q2	$27.6K	Hold	257	–	–	0.01%	353
2023 Q1	$26K	Hold	257	–	–	0.01%	363
2022 Q4	$25.2K	Sell	257 -100	-28%	-$9.52K	0.01%	377
2022 Q3	$30K	Sell	357 -3	-0.8%	-$276	0.01%	369
2022 Q2	$31K	Buy	360 +1	+0.3%	+$94	0.01%	358
2022 Q1	$37K	Hold	359	–	–	0.01%	324
2021 Q4	$38K	Hold	359	–	–	0.01%	332
2021 Q3	$35K	Hold	359	–	–	0.01%	332
2021 Q2	$37K	Buy	359 +47	+15%	+$4.82K	0.01%	320
2021 Q1	$35	Sell	312 -45	-13%	-$4.12K	0.01%	330
2020 Q4	$32K	Buy	357 +100	+39%	+$8.43K	0.01%	312
2020 Q3	$20K	Hold	257	–	–	0.01%	362
2020 Q2	$18K	Hold	257	–	–	0.01%	372
2020 Q1	$15K	Sell	257 -100	-28%	-$7.54K	0.01%	381
2019 Q4	$29K	Buy	+357	New	+$28.5K	0.01%	314

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sugarloaf Wealth Management's XLI Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 22% in Q4 2024, selling an estimated $10.1K and leaving 257 shares worth $33.9K. The position accounts for 0.01% of the portfolio, ranked #342.

Sugarloaf Wealth Management first reported a position in XLI in Q4 2019 and has held it in 21 quarters since. The position peaked at $44.8K in Q3 2024. 1,370 funds tracked by Wall St. Rank hold XLI as of Q4 2024.

Sugarloaf Wealth Management held 257 shares of State Street Industrial Select Sector SPDR ETF worth $33.9K as of Q4 2024.
Sugarloaf Wealth Management sold 73 State Street Industrial Select Sector SPDR ETF shares in Q4 2024, an estimated $10.1K.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #342 holding.
Sugarloaf Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $44.8K in Q3 2024.
1,370 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.