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

Ten Capital 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 Q2	–	Sell	-136	Closed	-$13.8K	–	552
2023 Q1	$13.8K	Buy	136 +41	+43%	+$4.12K	﹤0.01%	334
2022 Q4	$9.33K	Hold	95	–	–	﹤0.01%	314
2022 Q3	$8K	Hold	95	–	–	﹤0.01%	353
2022 Q2	$8K	Sell	95 -8	-8%	-$754	﹤0.01%	292
2022 Q1	$11K	Hold	103	–	–	﹤0.01%	285
2021 Q4	$11K	Sell	103 -1,207	-92%	-$125K	﹤0.01%	296
2021 Q3	$128K	Sell	1,310 -74,076	-98%	-$7.61M	0.06%	91
2021 Q2	$7.72M	Buy	75,386 +2,400	+3%	+$246K	1.75%	17
2021 Q1	$7.18M	Buy	72,986 +14,259	+24%	+$1.31M	1.75%	17
2020 Q4	$5.2M	Sell	58,727 -304	-0.5%	-$25.6K	1.45%	23
2020 Q3	$4.54M	Buy	+59,031	New	+$4.42M	1.53%	22

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Ten Capital Wealth Advisors's XLI Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2023, closing a stake of 136 shares — an estimated $13.8K sold.

Ten Capital Wealth Advisors first reported a position in XLI in Q3 2020 and held it in 11 quarters. The position peaked at $7.72M in Q2 2021. 1,091 funds tracked by Wall St. Rank hold XLI as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 136 State Street Industrial Select Sector SPDR ETF shares in Q2 2023, an estimated $13.8K.
Ten Capital Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2020 and held it in 11 quarters.
Ten Capital Wealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $7.72M in Q2 2021.
1,091 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.