TAP Consulting’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

TAP Consulting’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 Q3	–	Sell	-19,949	Closed	-$2.43M	–	165
2024 Q2	$2.43M	Buy	19,949 +17,062	+591%	+$2.1M	0.51%	58
2024 Q1	$364K	Buy	+2,887	New	+$340K	0.08%	131
2022 Q1	–	Sell	-2,981	Closed	-$315K	–	547
2021 Q4	$315K	Sell	2,981 -3,150	-51%	-$327K	0.07%	118
2021 Q3	$600K	Sell	6,131 -346	-5%	-$35.5K	0.16%	94
2021 Q2	$663K	Sell	6,477 -677	-9%	-$69.4K	0.19%	88
2021 Q1	$704K	Sell	7,154 -1,183	-14%	-$108K	0.22%	84
2020 Q4	$738K	Buy	8,337 +1,591	+24%	+$134K	0.27%	78
2020 Q3	$519K	Buy	+6,746	New	+$505K	0.2%	84

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

TAP Consulting's XLI Position: Q3 2024 in Review

TAP Consulting sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2024, closing a stake of 19,949 shares — an estimated $2.43M sold.

TAP Consulting first reported a position in XLI in Q3 2020 and held it in 8 quarters. The position peaked at $2.43M in Q2 2024. 1,265 funds tracked by Wall St. Rank hold XLI as of Q3 2024.

TAP Consulting reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
TAP Consulting sold 19,949 State Street Industrial Select Sector SPDR ETF shares in Q3 2024, an estimated $2.43M.
TAP Consulting first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2020 and held it in 8 quarters.
TAP Consulting's State Street Industrial Select Sector SPDR ETF position peaked at $2.43M in Q2 2024.
1,265 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2024.

Based on TAP Consulting's 13F filing for Q3 2024, filed 9 Oct 2024.