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

TCI 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
2022 Q4	–	Sell	-246	Closed	-$20K	–	2666
2022 Q3	$20K	Buy	+246	New	+$22.6K	﹤0.01%	665
2022 Q1	–	Sell	-5	Closed	-$1K	–	2486
2021 Q4	$1K	Sell	5 -1	-17%	-$104	﹤0.01%	2254
2021 Q3	$1K	Buy	+6	New	+$616	﹤0.01%	2326
2020 Q1	–	Sell	-3,500	Closed	-$285K	–	1793
2019 Q4	$285K	Buy	3,500 +3,122	+826%	+$249K	0.11%	134
2019 Q3	$29K	Buy	378 +7	+2%	+$537	0.01%	434
2019 Q2	$29K	Sell	371 -341	-48%	-$25.9K	0.01%	409
2019 Q1	$53K	Buy	712 +399	+127%	+$28.9K	0.02%	326
2018 Q4	$20K	Hold	313	–	–	0.01%	476
2018 Q3	$25K	Hold	313	–	–	0.01%	458
2018 Q2	$22K	Hold	313	–	–	0.01%	469
2018 Q1	$23K	Hold	313	–	–	0.01%	461
2017 Q4	$24K	Hold	313	–	–	0.01%	465
2017 Q3	$22K	Buy	+313	New	+$21.5K	0.01%	448
2017 Q1	–	Sell	-16	Closed	-$1K	–	1391
2016 Q4	$1K	Sell	16 -331	-95%	-$19.9K	﹤0.01%	1254
2016 Q3	$20K	Buy	+347	New	+$20.2K	0.01%	451
2015 Q1	–	Sell	-339	Closed	-$19K	–	964
2014 Q4	$19K	Hold	339	–	–	0.01%	362
2014 Q3	$18K	Hold	339	–	–	0.01%	351
2014 Q2	$18K	Buy	+339	New	+$18.1K	0.01%	357

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

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

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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

TCI Wealth Advisors's XLI Position: Q4 2022 in Review

TCI Wealth Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2022, closing a stake of 246 shares — an estimated $20K sold.

TCI Wealth Advisors first reported a position in XLI in Q2 2014 and held it in 18 quarters. The position peaked at $285K in Q4 2019. 1,043 funds tracked by Wall St. Rank hold XLI as of Q4 2022.

TCI Wealth Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
TCI Wealth Advisors sold 246 State Street Industrial Select Sector SPDR ETF shares in Q4 2022, an estimated $20K.
TCI Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2014 and held it in 18 quarters.
TCI Wealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $285K in Q4 2019.
1,043 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.