Summit Place Financial Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Summit Place Financial Advisors’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	–	Sell	-2,828	Closed	-$247K	–	98
2022 Q2	$247K	Sell	2,828 -100	-3%	-$9.43K	0.21%	94
2022 Q1	$302K	Sell	2,928 -1,195	-29%	-$121K	0.2%	95
2021 Q4	$436K	Sell	4,123 -75	-2%	-$7.79K	0.3%	79
2021 Q3	$411K	Sell	4,198 -637	-13%	-$65.4K	0.3%	81
2021 Q2	$495K	Buy	4,835 +150	+3%	+$15.4K	0.36%	75
2021 Q1	$461K	Sell	4,685 -635	-12%	-$58.1K	0.37%	78
2020 Q4	$471K	Sell	5,320 -980	-16%	-$82.6K	0.41%	67
2020 Q3	$485K	Buy	+6,300	New	+$471K	0.49%	65

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

Summit Place Financial Advisors's XLI Position: Q3 2022 in Review

Summit Place Financial Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2022, closing a stake of 2,828 shares — an estimated $247K sold.

Summit Place Financial Advisors first reported a position in XLI in Q3 2020 and held it in 8 quarters. The position peaked at $495K in Q2 2021. 934 funds tracked by Wall St. Rank hold XLI as of Q3 2022.

Summit Place Financial Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
Summit Place Financial Advisors sold 2,828 State Street Industrial Select Sector SPDR ETF shares in Q3 2022, an estimated $247K.
Summit Place Financial Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2020 and held it in 8 quarters.
Summit Place Financial Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $495K in Q2 2021.
934 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2022.

Based on Summit Place Financial Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.