Sutton Wealth Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Sutton Wealth 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
2023 Q3	$10.2K	Hold	101	–	–	0.01%	461
2023 Q2	$10.8K	Buy	+101	New	+$10.2K	0.01%	444
2020 Q3	–	Sell	-60	Closed	-$4.12K	–	1257
2020 Q2	$4.12K	Hold	60	–	–	﹤0.01%	958
2020 Q1	$3.54K	Hold	60	–	–	﹤0.01%	930
2019 Q4	$4.89K	Hold	60	–	–	﹤0.01%	952
2019 Q3	$4.66K	Hold	60	–	–	﹤0.01%	957
2019 Q2	$4.64K	Hold	60	–	–	﹤0.01%	949
2019 Q1	$4.5K	Hold	60	–	–	﹤0.01%	956
2018 Q4	$3.87K	Hold	60	–	–	﹤0.01%	923
2018 Q3	$4.7K	Hold	60	–	–	﹤0.01%	900
2018 Q2	$4.3K	Sell	60 -37	-38%	-$2.74K	﹤0.01%	936
2018 Q1	$7.21K	Buy	97 +60	+162%	+$4.62K	0.01%	879
2017 Q4	$2.8K	Hold	37	–	–	﹤0.01%	948
2017 Q3	$2.63K	Buy	+37	New	+$2.54K	﹤0.01%	933

Other funds holding XLI

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

Goldman Sachs New York $871B AUM 31.28% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Sutton Wealth Advisors's XLI Position: Q3 2023 in Review

Sutton Wealth Advisors held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q3 2023 at 101 shares worth $10.2K. The position accounts for 0.01% of the portfolio, ranked #461.

Sutton Wealth Advisors first reported a position in XLI in Q3 2017 and has held it in 14 quarters since. The position peaked at $10.8K in Q2 2023. 1,087 funds tracked by Wall St. Rank hold XLI as of Q3 2023.

Sutton Wealth Advisors held 101 shares of State Street Industrial Select Sector SPDR ETF worth $10.2K as of Q3 2023.
Sutton Wealth Advisors left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q3 2023.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #461 holding.
Sutton Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2017 and has held it in 14 quarters since.
Sutton Wealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $10.8K in Q2 2023.
1,087 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.