Texas Capital Bank Wealth Management Services’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Texas Capital Bank Wealth Management Services’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	-171,712	Closed	-$15M	–	163
2022 Q2	$15M	Buy	+171,712	New	+$16.2M	1.74%	8
2021 Q4	–	Sell	-126,283	Closed	-$12.4M	–	163
2021 Q3	$12.4M	Buy	+126,283	New	+$13M	1.26%	19
2021 Q1	–	Sell	-54,841	Closed	-$4.86M	–	139
2020 Q4	$4.86M	Buy	54,841 +33,194	+153%	+$2.8M	0.71%	41
2020 Q3	$1.67M	Buy	+21,647	New	+$1.62M	0.27%	65
2020 Q1	–	Sell	-19,880	Closed	-$1.62M	–	126
2019 Q4	$1.62M	Buy	+19,880	New	+$1.59M	0.36%	56

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

Texas Capital Bank Wealth Management Services's XLI Position: Q3 2022 in Review

Texas Capital Bank Wealth Management Services sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2022, closing a stake of 171,712 shares — an estimated $15M sold.

Texas Capital Bank Wealth Management Services first reported a position in XLI in Q4 2019 and held it in 5 quarters. The position peaked at $15M in Q2 2022. 935 funds tracked by Wall St. Rank hold XLI as of Q3 2022.

Texas Capital Bank Wealth Management Services reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
Texas Capital Bank Wealth Management Services sold 171,712 State Street Industrial Select Sector SPDR ETF shares in Q3 2022, an estimated $15M.
Texas Capital Bank Wealth Management Services first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2019 and held it in 5 quarters.
Texas Capital Bank Wealth Management Services's State Street Industrial Select Sector SPDR ETF position peaked at $15M in Q2 2022.
935 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2022.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q3 2022, filed 3 Nov 2022.